|
|
Chief Executive Officer, Co-Founder
Rich is a committed educator who brings unbridled passion to the speaking circuit, including numerous banking, insurance, and professional conferences. In April 2009, Rich testified before the House Committee on Financial Services in Washington, DC regarding his proposed guideline updates to the current ratings system. Previously, he was a Managing Director with Clayton Brown & Associates and a contributing editor for the ABA Banking Journal. He also authors feature articles in various banking and regulatory publications and regularly appears on financial news outlets. Rich received his BS in mathematics from Wheaton College and an MBA from Northwestern University’s Kellogg Graduate School of Management.
|
|
Experience the premier fixed-income portfolio educational program.
Our next date for the Principles of Performance Course is:
September 13th, in Honolulu, HI
Register Now
|
|
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 Investment Advisors (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.
