James A. Toliver, CFA

Director of Balance Sheet Strategies

Jim joined Performance Trust in 2012. With over 25 years of experience in the financial services industry, he brings valuable skills to the firm, including risk management and portfolio management. Prior to joining Performance Trust, Jim built and launched Balance Sheet Solutions in 2004 and served as President from 2010-2012. His extensive experience includes the following positions of Chief Risk Officer at Mid-States Corporate Federal Credit Union, Manager-Investments at Alliant Credit Union, and CEO at NARDA Credit Union.