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Named Managing Director of New Houston Office

HOUSTON –December 14, 2012– Performance Trust Capital Partners announced today that Dan Bass, an investment banking expert with nearly three decades of experience in the financial services industry, has joined the company as Managing Director of its new Houston office. 

Bass will be responsible for expanding the company’s reach in the investment banking arena, and will bring Performance Trust’s disciplined analytical approach to institutional investing to new geographic markets. 

“We’re very excited to bring Dan on board,” said CEO Rich Berg. “As we grow our presence in Houston and throughout the South, Dan’s extensive industry knowledge and proven track record of completed deals make him the perfect point man to lead our foray into these new markets.” 

Bass comes to Performance Trust from FBR Capital Markets, a full-service investment bank based in Arlington, Virginia, where he served as Managing Director since 2010.  Prior to FBR, as Executive Vice President and Managing Director at Carson Medlin Investment Bankers, he consistently ranked among the top deal-makers in Texas. 

“Performance Trust is unparalleled when it comes to helping their investors understand fixed-income securities,” Bass said. “What we’re doing now is bringing another service to our clients by leveraging our banking relationships to offer investment banking services.”

Bass earned a Bachelor of Business Administration in Finance from The University of Texas, Austin, and received a Master of Science in Information Management from Marymount University in Virginia. He holds a CFA designation, is an Accredited Senior Appraiser in Business Valuation by the American Society of Appraisers and is FINRA Series 7, 24, 79 and 63 registered. He has lectured at Southern Methodist University and has presented papers at several executive seminars and conferences on topics regarding financial institution acquisition.

About The Performance Trust Companies

The Performance Trust Companies are an SEC-registered investment advisor and a FINRA regulated broker/dealer, with proprietary investment methodologies and products designed in an effort to accomplish investment objectives. Based in Chicago, Performance Trust focuses on educating fixed-income investment professionals and assisting client institutions to invest through total return. For more information, go to www.performancetrust.com.

Brian Battle
Performance Trust Capital Partners, LLC