Karl Brorson

Director Of Balance Sheet Strategies Group at Performance Trust

Karl Brorson has a diverse work experience in the finance industry. Karl started their career as a Fixed Income Analyst at Performance Trust Capital Partners in 2008, eventually moving up to Vice President of Financial Institutions Group and then Director of Balance Sheet Strategies Group. Prior to this, they worked at Newedge in the Client Services Group/Futures & Options department. Throughout their career, Karl has gained expertise in fixed income advisory, financial analysis, and client services.

Karl Brorson earned their Bachelor's degree in Business/Managerial Economics from North Park University in 2007. Karl later pursued their Master of Business Administration (M.B.A.) with a focus on Finance, General at Concordia University-Wisconsin from 2016 to 2018. Additionally, they participated in a Study Abroad Program in Scandinavian and Cultural Studies at Södra Vätterbygdens Folkhögskola in 2004. Karl also holds various certifications related to finance and investment, including NFA Associate Member, FINRA Series 63, FINRA Series 65, FINRA Series 7, and Registered Investment Advisor.

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Timeline

  • Director Of Balance Sheet Strategies Group

    March, 2022 - present

  • Vice President Of Financial Institutions Group

    January, 2015

  • Fixed Income Advisor

    March, 2010

  • Fixed Income Analyst

    February, 2008

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