Richard S. Berg

Rich is Executive Chairman of Performance Trust Capital Partners, where he has built a business that empowers financial institutions to earn their independence through growth, acquisition or strategic exits. He is a committed educator who brings unbridled passion to the industry by challenging conventional wisdom, working with financial institutions to achieve their strategic goals. Prior to founding PT, he was a Managing Director with Clayton Brown & Associates, Inc. where he directed the Portfolio Analytics Group, a division of the company dedicated to providing and executing commercial bank client investment and funding strategies. Rich was a contributing editor for the ABA Banking Journal for five years and authored various feature articles in the journal as well as other banking and regulatory publications. He was also a co-founder and one of the original faculty members of the highly acclaimed Principles of Performance®, Earning Your Independence®, and The Advanced Course®. Rich is a nationally recognized speaker on the markets and financial topics and is a frequent guest on CNBC, Bloomberg TV & Radio, MSNBC, Fox Business News, WLS, WTTW and Reuters. Rich received his Bachelor of Science degree in mathematics from Wheaton College and an MBA from Northwestern University's Kellogg Graduate School of Management. He is Series 7, 24, 53 and 63 registered.