Richard Berg

Founder at

PT Asset Management LLC (Illinois)

Finance

Consumer Services

Profile

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.

Richard Berg active positions

Companies	Position	Start
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.	Founder	01/01/2008
Performance Trust Capital Partners LLC Performance Trust Capital Partners LLC Investment Banks/BrokersFinance Provides brokerage services	Founder	09/03/1994
PT Financial Cos. LLC PT Financial Cos. LLC Regional BanksFinance Provides banking and financial Services	Chief Executive Officer	-

All active positions of Richard Berg

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Linked companies

Private companies	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