Profil
Richard Scott Berg is the founder of Performance Trust Capital Partners LLC, founded in 1994, where the title held is Executive Chairman since 2020.
Mr. Berg is the founder of PT Asset Management LLC (Illinois), founded in 2008, where the title held is Executive Chairman since 2020.
Mr. Berg currently holds the position of Chief Executive Officer & Manager at PT Financial Cos.
LLC.
Mr. Berg completed undergraduate education at Wheaton College (Illinois) and earned an MBA from Kellogg School of Management.
Postes actifs de Richard Berg
| Sociétés | Poste | Début |
|---|---|---|
PT Asset Management LLC (Illinois)
PT Asset Management LLC (Illinois) Investment ManagersFinance PTAM seeks attractive investment opportunities in fixed-income markets where structural and pricing inefficiencies can create unique drivers of return, specifically including asset-backed/structured credit markets and municipal/corporate bond markets. The firm strives to identify sectors with the best risk-reward profiles and employs a quantitative approach to select specific securities that can generate portfolio outperformance. | Fondateur | 01/01/2008 |
Performance Trust Capital Partners LLC
Performance Trust Capital Partners LLC Investment Banks/BrokersFinance Provides brokerage services | Fondateur | 09/03/1994 |
PT Financial Cos. LLC
PT Financial Cos. LLC Regional BanksFinance Provides banking and financial Services | Directeur Général | - |
Formation de Richard Berg
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
PT Financial Cos. LLC
PT Financial Cos. LLC Regional BanksFinance Provides banking and financial Services | Finance |
Wheaton College (Illinois)
Wheaton College (Illinois) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Performance Trust Capital Partners LLC
Performance Trust Capital Partners LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
PT Asset Management LLC (Illinois)
PT Asset Management LLC (Illinois) Investment ManagersFinance PTAM seeks attractive investment opportunities in fixed-income markets where structural and pricing inefficiencies can create unique drivers of return, specifically including asset-backed/structured credit markets and municipal/corporate bond markets. The firm strives to identify sectors with the best risk-reward profiles and employs a quantitative approach to select specific securities that can generate portfolio outperformance. | Finance |
Kellogg School of Management
Kellogg School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















