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Performance Trust Total Return Bond Fund Class Institutional (PTIAX)
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19.45
+0.03
+0.15%
- Morningstar Rating:
- Total Assets: 7.03B
Performance Trust Strategic Bond
19.45
+0.03
+0.15%
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PTIAX Overview
On this page you'll find an in-depth profile of Performance Trust Total Return Bond Fund Class Institutional. Learn about the key management, total assets, investment strategy and contact information of PTIAX among other information.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Lars Anderson | - | 2023 | Now |
| Biography | Mr. Anderson serves as a member of the PTAM's portfolio management team. Mr. Anderson is responsible for the portfolio construction, security selection, and modeling securitized credit securities. Mr. Anderson joined the PTAM in January 2011 as an Analyst. In December 2017 he was promoted to Senior Analyst and in September 2020 he was named a Portfolio Manager of the PTAM. Mr. Anderson received a Bachelor of Science in Business and Economics with a concentration in Finance from North Park University and has been a CFA® charterholder since 2015. | ||
| Mark Peiler | - | 2023 | Now |
| Biography | Mr. Peiler serves as a member of the Adviser’s portfolio management team. His responsibilities include portfolio construction, security selection and risk management of municipal bonds. Prior to joining the Adviser, Mr. Peiler was the Chief Investment Officer at BNC National Bank for over 23 years from 1998 to 2022. At BNC National Bank, he applied Shape Management® to the management of its portfolio of municipal, mortgage-backed, and other structured fixed-income securities. Mr. Peiler also managed portfolios for clients of its Wealth Management Division, and prior to leaving BNC National Bank, he was named the Interim Chief Financial Officer. Mr. Peiler received a Bachelor of Business Administration majoring in Banking and Financial Economics from the University of North Dakota, and is a CFA® charterholder. Mr. Peiler served on the CFA Society Minnesota board from 2010 through 2021, and was its President from 2017 through 2019. | ||
| G. Michael Plaiss | Portfolio Manager | 2010 | Now |
| Biography | Mike brings over 15 years of experience managing institutional fixed-income portfolios. He currently manages investment portfolios across all of PTAM’s structured credit and municipal bond focused funds and separately managed accounts. Mike’s responsibilities include portfolio construction, security selection, portfolio attribution, modeling RMBS and municipal bond cash flows, and risk management. Prior to joining PTAM, Mike managed more than $700 million in municipal and corporate bonds, mortgage-backed securities, and other structured fixed-income for the Kentucky Farm Bureau, the state’s largest property and casualty insurance provider. Earlier in his career, Mike held positions at multiple banking institutions where he also managed diverse fixed income portfolios. Mike graduated from Indiana University, Bloomington with a Bachelor of Arts in Economics and is a CFA charterholder. | ||
| Anthony J. Harris | Co-Portfolio Manager | 2010 | Now |
| Biography | Mr. Harris served as a member of the PT Asset Management, LLC’s portfolio management team, and was co-portfolio manager of the PT Asset Management, LLC’s certain pooled investment vehicles and separately managed accounts. His responsibilities include portfolio construction, security selection, portfolio attribution, and risk management. Prior to joining the PT Asset Management, LLC in February 2009, he co-founded Six Degrees Capital Management in January 2007, an alternative fixed- income investment manager focused on securitized products. From 2001 to 2007, Mr. Harris originated, structured, and invested in securitized products at BMO Capital Markets Corp. and managed a multi-billion dollar portfolio of ABS, CDOs, and RMBS. Mr. Harris began his career with PricewaterhouseCoopers and passed the CPA exam in 1998. Mr. Harris received a Bachelor of Business Administration from University of Michigan Ross School of Business with an emphasis in Accounting, and a MBA from the University of Chicago Booth School of Business with an emphasis in Finance and Economics. | ||
| Peter B. Cook | CIO (Chief Investment Officer) | 2010 | 2013 |
| Biography | Mr. Cook, Chief Investment Officer. Prior to joining Performance Trust Invest Advisors in 2006, Mr. Cook founded and managed Rochester Partners, a long/short equity hedge fund, from 1997 through 2006. Previously, he ran an equity hedge fund for Templeton Global Investors (“Templeton”) and managed Templeton’s global equity trading desk in Nassau, Bahamas. Prior to joining Templeton, Mr. Cook was Vice President at UBS in New York, specializing in interest rate and currency swaps. He achieved his CPA certification in 1982 while employed at Deloitte & Touche LLP. Mr. Cook has achieved degrees of BS of Accountancy from University of Illinois and MBA from University of Chicago with a specialization in International Finance. He is currently an active leader in the CFA® Society of Chicago, focusing on continuing education issues. | ||
| Bradley D. Bonga | - | 2010 | 2011 |
| Biography | Career Start Date;1992 | ||
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