COVID-19 ALERT: Given the growing concerns and restrictions around COVID-19, we are encouraging employees to work from home to combat the spread. We are fully operational and do not anticipate this to affect client experience.

Performance Trust Varied
a person standing on a dry grass field

MEET OUR
LEADERSHIP TEAM

Richard S. Berg headshot

Richard S. Berg

CEO & Co-Founder

Phil Nussbaum headshot

Phil Nussbaum

Chairman & Co-Founder

Chirag Shah headshot

Chirag Shah

President

Eric P. Brown headshot

Eric P. Brown

Partner & Senior Managing Director

Brian Leibfried headshot

Brian Leibfried

Co-Head of Client Insights & Analytics

Dave Salutric headshot

Dave Salutric

Co-Head of Client Insights & Analytics

David Gobberdiel headshot

David Gobberdiel

Head of Balance Sheet Strategy

Daryle DiLascia headshot

Daryle DiLascia

Partner & Head of Investment Banking

Mike Kelly headshot

Mike Kelly

Partner & Head of Capital Markets

Bart Smith headshot

Bart Smith

Partner & Head of Risk and Regulatory Support

Craig Johnson headshot

Craig Johnson

Partner & Head of Trading

Jason Elder headshot

Jason Elder

Partner & Managing Director of Corporate Strategy

Pamela Shanahan headshot

Pamela Shanahan

Head of Marketing

Rohit Murjani headshot

Rohit Murjani

Head of Enterprise Shape Management™

Carrie Camarda headshot

Carrie Camarda

Head of Bond Trust™

The research and other information provided herein has been prepared for informational purposes only and is not an offer or solicitation to purchase or sell securities. Performance Trust Capital Partners ("Performance Trust") may make a market, or have a position in the securities discussed herein and may purchase or sell the same on a principal basis or as an agent. Investing involves risks, including the potential for principal loss. There is no guarantee that the strategies and services will be successful or outperform other strategies and services. Investing in bonds includes assumption of risks, including rising interest rates to decrease the value of bonds. Certain assumptions may have been made in connection with the analysis presented herein, and changes to the assumptions may have a material impact on the analysis or results. Past performance is no guarantee of future results. The investments discussed herein may be unsuitable for investors depending on their specific investment objectives and financial position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances. With respect to the information contained herein that has been obtained from public sources, while Performance Trust believes this information to be reliable, Performance Trust does not guarantee its accuracy, adequacy or completeness and is not responsible for any errors or omissions or for the results obtained from the use of such information. Performance Trust is not a chartered bank or trust company, or depository institution. It is not authorized to accept deposits or trust accounts and is not licensed or regulated by any state or federal banking authority.

The testimonials herein may not be representative of the experience of other clients. The testimonials are no guarantee of future performance or success. These are not paid testimonials. We maintain all of our endorsers may have limited applicability of experience to what clients may generally expect to achieve. Performance results described by any endorser are non-audited and should not be considered representative of what clients will generally achieve with the advertised product/service in actual, albeit variable, conditions of use.

Copyright © 2020 Performance Trust All Rights Reserved.