Jonathan Briggs, CFA

Managing Director

Jonathan Briggs joined Performance Trust Capital Partners as a Managing Director in January 2015, bringing more than 17 years of investment banking experience working with community banks and thrifts in the Gulf South region. Mr. Briggs will head Performance Trust’s newly-formed New Orleans office. He comes to Performance Trust from Chaffe and Associates, Inc., a specialized investment banking firm based in New Orleans, where he served as Managing Director and head of the Financial Institutions Group.

During his career, Jon has advised on more than 30 M&A assignments, representing both buyers and sellers. In addition, he has completed more than 200 other engagements for community banks, including capital and debt raising, valuations for a variety of purposes and other advisory services related to regulatory and financial advice.

He earned his bachelor’s degree in finance from the University of New Orleans, where he currently serves as an adjunct professor of Bank Management. He is a CFA® charterholder, and holds the Series 7, 24, 79 and 63 registrations through FINRA.