Richard S. Berg Biography

RichardBergRichard S. Berg

Chief Executive Officer
Performance Trust Capital Partners, LLC

Rich is CEO and co-founder of the Performance Trust Companies.  Performance Trust Capital Partners trades and invests over $10 billion annually 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 original faculty members of the highly acclaimed Principles of Performance™ (formerly known as  Bond Math University®) course and The Advanced Course®.  He has appeared on Bloomberg TV & Radio, MSNBC, CNBC, Fox Business News, WLS, WTTW and Reuters as a guest commentator.

Rich received his BS in mathematics from Wheaton College, and an MBA from Northwestern University’s Kellogg Graduate School of Management.