Phil is one of the founding members and partners of The Performance Trust Companies. His passion is to help asset liability managers outperform by applying a disciplined, well-quantified risk/reward decision-making process. He has been a featured speaker and writer on the topic of bank investment portfolio management and regulation for numerous banking programs and seminars around the country. Currently, he leads the Analytics Group at Performance Trust.
Prior to joining Performance Trust in 1994, Phil was a Vice President at Clayton Brown & Associates, where he also served as the managing editor of The Bank Portfolio Manager. Before that, he was a senior examiner with the Financial Markets Unit of the Federal Reserve Bank of Chicago, where he specialized in bank investment portfolios, asset/liability management, and off-balance sheet derivative trading.
Phil has served as an independent Trustee of PowerShares Exchanged-Traded-Funds since the Fund’s inception in May 2003. PowerShares’ assets under management now exceed $50 billion.
Phil graduated summa cum laude from Wheaton College with a Bachelor of Science degree in mathematics. He has an MBA in finance from the University of Chicago.
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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.