Richard S. Berg
Chief Executive Officer, Co-Founder
Rich is CEO and co-founder of the Performance Trust Companies. Performance Trust Capital Partners trades and invests in fixed-income securities, primarily for middle market institutions.
Prior to this, he was a Managing Director with Clayton Brown & Associates, Inc. where he directed the Portfolio Analytics Group, a division of the company dedicated to providing and executing commercial bank client investment and funding strategies. Rich was a Contributing Editor for the ABA Banking Journal for five years, and authored various feature articles in this and other banking and regulatory publications. He is a featured speaker at numerous banking, insurance and professional conferences and seminars throughout the United States. Rich was also one of the founders of the highly acclaimed Principles of Performance™ course (formerly known as Bond MathBond Math University®) and the Advanced Course®. He is a frequent guest on CNBC, Bloomberg TV & Radio, MSNBC, Fox Business News, WLS, WTTW and Reuters.
Rich received his BS in mathematics from Wheaton College and an MBA from Northwestern University’s Kellogg Graduate School of Management.