Analytics Group Bios
Director of PTAG
Krissy joined Performance Trust Analytics Group (PTAG) in 2015 as Director of Operations, coordinating daily operational functions and systems management, as well as vendor relations and platform oversight. In 2017, in recognition of her industry and operational expertise and her critical role in developing the PTAG business model, she transitioned into the expanded role of Director of PTAG, overseeing all aspects of the team.
Krissy has a comprehensive, working knowledge of RIA custodial platforms and solutions, developed during six years of experience at High Tower Advisors, where she was Managing Director of Global Investment Solutions. Her experience in systems implementation, 3rd-party custodial integration, vendor relations and trade processing have been valuable additions to the PTAG operating platform. Krissy spent her early career in fixed income trading services, working as an intermediary in the municipal bond market and as a fixed income trader for the ABN AMRO/LaSalle Wealth Management Group. She is a graduate of Loyola University, Chicago with a Bachelor of Arts degree in communications, and is Series 7, 53 and 63 registered.<< Back to Top
Brian J. Battle
Brian has spent nearly 30 years analyzing, underwriting and trading in the fixed-income market. He has proven to be a tremendous asset for Performance Trust as well as the industry, particularly in his roles of municipal bond expert and media liaison. Recently, he has taken on a new role within Performance Trust’s growing Analytics Group. As its director, he will use his expertise to bring our disciplined analytical approach to the middle markets in the financial industry. Brian is a frequent on-air commentator for CNBC, Fox News, Bloomberg, WTTW – Chicago Tonight, NPR, and MarketWatch radio. He has been quoted in the Wall Street Journal, Chicago Tribune, Reuters, and numerous online financial news sources.
Brian joined Performance Trust in 2005 as a trader and underwriter. Prior to Performance Trust, he spent a decade at Griffin, Kubik, Stephens & Thompson, Inc. He began his career at American National Bank & Trust, a wholly-owned subsidiary of First Chicago (JP Morgan).
Brian holds a Bachelor of Science degree in Business and Economics from Winona State University in Minnesota and an MBA from DePaul University. He is a past president of the Municipal Bond Club of Chicago and an instructor at the Municipal Bond School in Chicago.<< Back to Top
Jason D. Stuck, CFA
Jason joined the Analytics Group at Performance Trust after working as a Director in the Institutional Fixed Income group at BMO Capital Markets for the previous nine years. His expertise is partnering with financial advisors, money managers, insurance companies, and depository institutions to navigate the taxable and tax-exempt marketplace and make prudent risk/reward investment decisions.
Prior to joining BMO, he worked with Driehaus Capital Management, LLC as a multi-sector equity analyst, advising senior portfolio managers on micro, small and mid cap equity funds totaling over $6 billion. Before joining Driehaus Capital, he worked as an analyst at Hewitt Investment Group, advising clients on assets totaling $77 billion.
Jason received his Bachelor of Arts degree in Business & Economics from Wheaton College and an MBA in Finance from Northwestern University’s Kellogg Graduate School of Management. He became a Chartered Financial Analyst charterholder in 2007.<< Back to Top
Patt helps advisors and money managers with their fixed income allocations by using a highly individualized approach and objective methodology. Employing this client-centric approach, advisors can better manage expectations by considering portfolio value in multiple interest rate environments.
Patt brings over 15 years of broad investment experience to the team, with 7 years spent at Performance Trust. Prior to joining the Analytics Group, she began her career as VP, Client Services for Performance Trust’s affiliate asset management firm.
From 2002-2007 she was a wholesaler with First Trust Portfolios, LP, offering financial products to investment advisors. Previously, she was an independent contractor where she provided life and health information to insurance companies.
Patt graduated from Moody Bible Institute with a major in Communications, and is Series 7, 63 and 65 registered.<< Back to Top