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Managing Director of Corporate Strategy
Rich Berg and Phil Nussbaum brought Jason with them when they founded the Performance Trust Companies in 1994. Jason has taught at Performance Trust University® for many years, has served on the faculty of the Graduate School of Banking of the South, as a Board Member of a community bank, and specializes in educating financial institution Boards. With Phil and Rich, Jason serves on the Board of Managers of Performance Trust. He is also a Board member of PTIA, Performance Trust's asset management group, and serves on the Investment Committee of PTMR, the company's pooled investment vehicle. Jason has a Master's degree in business with a concentration in finance and statistics from the University of Chicago. He completed his undergraduate work at the University of Kansas.
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Experience the premier fixed-income portfolio educational program.
Our next date for the The Advanced Course Course is:
June 11th, in Chicago, IL
Register Now
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The research and other information provided herein has been prepared for informational purposes only and is not an offer or solicitation to purchase or sell securities. Performance Trust Capital Partners (Performance Trust) may make a market, or have a position in the securities discussed herein and may purchase or sell the same on a principal basis or as an agent. Investing involves risks, including the potential for principal loss. There is no guarantee that the strategies and services will be successful or outperform other strategies and services. Investing in bonds includes assumption of risks, including rising interest rates to decrease the value of bonds. Certain assumptions may have been made in connection with the analysis presented herein, and changes to the assumptions may have a material impact on the analysis or results. Past performance is no guarantee of future results. The investments discussed herein may be unsuitable for investors depending on their specific investment objectives and financial position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances. With respect to the information contained herein that has been obtained from public sources, while Performance Trust believes this information to be reliable, Performance Trust does not guarantee its accuracy, adequacy or completeness and is not responsible for any errors or omissions or for the results obtained from the use of such information.
