Finance press releases


Performance Trust Capital Partners Announces New Partners


April 05, 2017

Performance Trust Capital Partners, LLC announced the promotion of five of its employees to Partner status. The new Partners will also take on the role of Managing Director within their respective groups.

The new Partners are: Stephen Roth, Tony DePalo, CFA, Andrew Hixson, Eric P. Brown, and Tom Boylen.

"We are privileged to have incredibly talented individuals within our firm. We strive to perform, and these members do so with exceptional results for our clients. We are fortunate enough to have them in integral roles and are excited to have them as partners," said Rich Berg, CEO and co-founder of Performance Trust.

Three of the new Partners have been with the firm for over 10 years. Beyond co-managing teams, Roth, DePalo, and Hixson have demonstrated their commitment to Performance Trust's foundational pillar of education by either teaching at the firm's premier balance sheet education program, Performance Trust University®, or authoring Disciplined Investor articles that are distributed to financial institution clients.

Brown has demonstrated his ability as a leader by developing and managing the Institutional Group, building it to over 35 people in six offices across the U.S.

Boylen, a general market municipal trader, has been recognized for his exceptional knowledge, talent, skill, and affinity for Performance Trust's analytical framework.

"These exceptional individuals will continue to work with their clients and will take on more significant roles within the organization," Berg said. "This is an exciting time for Performance Trust."

About Performance Trust Capital Partners

Performance Trust Capital Partners, LLC is committed to helping financial institutions improve their long-term performance and deliver shareholder value. Identifying your path to independence requires better tools and clear insights which lead to great decisions. For more information, go to

CONTACT: Pamela Shanahan, (312) 521-1690,