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

Scott Losey

Doug Thonus

Eric P. Brown

Stuart P. Kagan

Hugo Luna

Kristi Bardosi

Ryan Lunde

Niraj Bhanderi

Mina Yang

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

The Operations Team at Performance Trust is responsible for streamlining internal processes and enhancing overall efficiency across the organization. This team oversees strategic initiatives, manages operational risk, and ensures optimal resource allocation to support the firm's financial advisory and investment banking services. By collaborating with various departments, they aim to drive continuous improvement and facilitate effective trade operations, financial planning, and administrative functions.

Operations Team

The Leadership Team at Performance Trust is responsible for setting the strategic direction of the company, driving organizational growth, and fostering a culture of excellence. This team of seasoned professionals collaborates to align the firm’s financial advisory and investment banking services with the needs of community financial institutions and RIAs, ensuring innovative solutions and exceptional client outcomes. Through their collective expertise, they also cultivate key partnerships and guide the overall operational effectiveness of the firm.

Leadership Team

The Marketing and Client Insights Team at Performance Trust is dedicated to enhancing brand visibility and fostering strong relationships with community financial institutions and RIAs. They leverage data-driven insights to refine marketing strategies, execute impactful campaigns, and optimize client engagement. By analyzing market trends and client feedback, this team ensures that Performance Trust’s offerings effectively meet the needs of its clientele.

Marketing and Client Insights Team

The Software Development Team at Performance Trust is responsible for designing and implementing innovative software solutions that enhance the firm’s financial advisory and investment banking services. This team collaborates closely with other departments to ensure that technology tools are efficient, secure, and tailored to meet the unique needs of community financial institutions and RIAs. They also manage system infrastructure, support user needs, and maintain operational excellence through continuous development and optimization.

Performance Trust

Org chart

Board & advisors

Teams

Finance and Investment Team

Operations Team

Leadership Team

Marketing and Client Insights Team

Software Development Team

Offices

Performance Trust

Org chart

Board & advisors

Teams

Finance and Investment Team

Operations Team

Leadership Team

Marketing and Client Insights Team

Software Development Team

Offices

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