Performance Trust Capital Partners offers a wide range of financial advisory and investment banking services for community financial institutions and RIAs.

Consulting

Performance Trust

Performance Trust's headquarters in Chicago, IL, United States

Chirag Shah

Kristi Bardosi

Scott Losey

Doug Thonus

Eric P. Brown

Stuart P. Kagan

Hugo Luna

Ryan Lunde

Niraj Bhanderi

Ryan Gazda

Kace Galloway

Jay Park

John Walker

Niket Gandhi

Matthew Forgotson

Pamela Shanahan

Jason Elder

Richard S. Berg

Phil Nussbaum

The Finance and Investment Team at Performance Trust is responsible for providing strategic financial advisory services and innovative investment solutions to community financial institutions and registered investment advisors (RIAs). This team collaborates across various specialties, including capital markets, risk management, trading, and investment banking, to develop tailored strategies that enhance clients' financial performance and meet their unique investment goals.

Finance and Investment Team

This department focuses on providing financial and advisory services to clients involved in mergers, acquisitions, and capital raising.

Investment Banking

This department guides the strategic direction and decision-making processes of the organization.

Leadership Council

This department provides strategic direction and oversight for the organization.

Executive Leadership

This department focuses on interpreting complex data sets to inform business decisions.

Data Analysis

This department is responsible for designing, coding, testing, and maintaining software applications.

Performance Trust

Org chart

Board & advisors

Teams

Finance and Investment Team

Investment Banking

Leadership Council

Executive Leadership

Data Analysis

Software Development

Offices

Performance Trust

Org chart

Board & advisors

Teams

Finance and Investment Team

Investment Banking

Leadership Council

Executive Leadership

Data Analysis

Software Development

Offices

Related companies