Kurt A. Fritz

Partner & Managing Director for Education

Kurt is a Partner and Managing Director of Education Performance Trust. Amongst his many duties, Kurt is a key presenter and developer of the curriculum at Principles of Performance™ (formerly known as  Bond Math University®). Kurt has been a featured writer for the Bank Portfolio Manager® and Disciplined Investor®

Prior to joining The Performance Trust in 1995, Kurt spent five years at the Chicago Mercantile Exchange as an options trader. This experience of valuing and trading options has been invaluable in his analysis of the complex securities with embedded options that are available in the marketplace today. Kurt has also been involved in the Trading, Analytics and Management at Performance Trust. This knowledge and experience has allowed Kurt to help bankers and other financial institutions around the country make better risk/reward decisions in the area of fixed income investing. Kurt has been an invited speaker to numerous Banking, Insurance and Credit Union groups, including the OCC.

Kurt has a business economics degree from Wheaton College. He is Series 7, 63, 53 and 24 registered.