David Gobberdiel

MD & Head of Financial Institutions Group at Performance Trust

David serves as Co-Head of Performance Trust's Financial Institutions Group and Head of Balance Sheet Strategy. He is responsible for managing over 15 teams, as well as being a leader of the firm's strategic and educational initiatives, which are foundational to Performance Trust's mission of providing customers with insights to confidently make powerful and valuable decisions.

David is passionate about empowering Performance Trust and its partners to tell their stories and deliver great results. He celebrates thinking differently and brings a multidisciplinary approach to customers and corporate strategy.

Prior to his current role, David leveraged his diversified expertise to address the evolving challenges and opportunities of community depositories as a member of the Balance Sheet Strategy team.

David graduated from the University of Chicago with a Bachelor of Arts degree in economics and minor in English & Creative Writing and is currently pursuing a Juris Doctorate degree from Loyola University in Chicago. He is Series 7, 24, and 66 registered.

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Timeline

  • MD & Head of Financial Institutions Group

    Current role

  • Head of Balance Sheet Strategy

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