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

Consulting

Performance Trust

Chirag Shah

Erik Rand

Dave Salutric

Brian Leibfried

Karen Better

Rohit Murjani

Jason Elder

Eric P. Brown

Mike Kelly

David Gobberdiel

Pamela Shanahan

Carrie Webb

Daryle DiLascia

Bart Smith

Craig Johnson

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

Operations Team

Leadership Team

Finance and Investment Team

About

Team members

Other teams at Performance Trust

Operations Team

Leadership Team