Performance Trust | Capital Partners
Our Faculty
Our Faculty
Nigel W. Johnson – Director of Performance Trust University™

Nigel came to The Performance Trust Companies with over 20 years experience in the Capital Markets arena. During his tenure with two of the largest Investment Banks in the world, Nigel worked with some of the top money-managers in the Mid-West
including State and Corporate Pension Funds and also Mutual Funds.

Since joining Performance Trust, he has quickly applied his vast experience to become one of their featured speakers, presenting at both Principles of Performance™* and Advanced Course®. He has also been invited to speak to numerous State Funds, CEO Organizations and Banking groups.

In addition to his years of experience on Wall Street, Nigel brings a wealth of knowledge to Performance Trust, and his extensive experience in various financial products has helped Performance Trust and its clients correctly analyze complex risk/reward decisions. Nigel received a BA in Economics from Newcastle England.

 

Jason A. Elder – Managing Director

Jason joined the Performance Trust Companies in 1994, the new firm’s first year. Jason has developed innovative methods of educating investors at all levels from Board members and Directors to individual Portfolio Managers. Jason has been especially successful at teaching others how to communicate fixed-income principles within their organizations in a way that elicits change and has taught Principles of Performance™ for the OCC.

Jason has a Masters degree in business with a concentration in finance and statistics from the University of Chicago. He has undergraduate degrees in Chemistry and English from Kansas University.

 
Kurt A. Fritz - Managing Director

Kurt is a Partner and Managing Director of the Performance Trust Companies.  Amongst his many duties, Kurt is a key presenter and developer of the curriculum at Principles of Performance™ (formerly known as BMU_Medallion_10.jpg Bond Math University®). Kurt has been a featured writer for the Bank Portfolio Manager® and Disciplined Investor®. 

Prior to joining The Performance Trust Companies in 1995, Kurt spent five years at the Chicago Mercantile Exchange as an options trader. This experience of valuing and trading options has been invaluable in his analysis of the complex securities with embedded options that are available in the marketplace today.  Kurt has also been involved in the Trading, Analytics and Management at Performance Trust.  This knowledge and experience has allowed Kurt to help bankers and other financial institutions around the country make better risk/reward decisions in the area of fixed income investing.  Kurt has been an invited speaker to numerous Banking, Insurance and Credit Union groups and most recently added the OCC to his list.

 
Christopher J. Carney - Managing Director

Chris has been a part of the Performance Trust Companies team since its inception in 1994. Since then, he has worked to develop innovative methods of educating investors at all levels, from Board members and Directors to individual Portfolio Managers. Chris serves as a contributing editor for the Bank Portfolio Manager® and Disciplined Investor®. He has also developed some of the final segments of Principles of Performance™ curriculum.

Prior to joining The Performance Trust Companies, Chris held a position in the Portfolio Analytics Group at Clayton Brown and Associates, an investment banking firm in Chicago. Prior to that, he was the CEO of International Trade Group, Inc., where he introduced US companies to South America and The Far East over the course of his five-year tenure. He has been recognized for his entrepreneurial achievements in the Miami Herald, Wisconsin Capital Times, The Kansan, and other publications. Chris holds a BA in Philosophy and History from University of Kansas.

*Formerly known as Bond Math UniversityBond Math University®

Performance Trust University
500 W. Madison, Ste. 350, Chicago, IL 60661
phone 312.521.1000 fax 312.521.1001
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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 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.

 
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