Mike Plaiss
Portfolio Manager-Fixed Income at PT Asset Management LLC (Illinois)
Profile
Mr. George M.
Plaiss, CFA, is Senior Portfolio Manager at PT Asset Management LLC (Illinois).
He has over 15 years of experience managing institutional fixed-income portfolios.
He currently manages investment portfolios across all of firm’s structured credit and municipal bond focused funds and separately managed accounts.
His responsibilities include portfolio construction, security selection, portfolio attribution, modeling RMBS and municipal bond cash flows, and risk management.
Prior to joining PT Asset Management LLC in May 2009, Mr. Plaiss 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, he held positions at multiple banking institutions where he also managed diverse fixed income portfolios.
He graduated from Indiana University, Bloomington with a Bachelor of Arts in Economics and is a CFA charterholder.
Mike Plaiss active positions
| Companies | Position | Start |
|---|---|---|
PT Asset Management LLC (Illinois)
 PT Asset Management LLC (Illinois) Investment ManagersFinance PT Asset Management LLC (PTAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Berg in 2008 and formerly known as Performance Trust Investment Advisors LLC. They are majority-owned and controlled by PTAM Holdings LLC and minority-owned by certain senior employees. PTAM provides discretionary investment management and advisory services to mutual funds and separately managed accounts. | Portfolio Manager-Fixed Income | 01/05/2009 |
Former positions of Mike Plaiss
| Companies | Position | End |
|---|---|---|
CIBC Bank USA (Investment Management)
 CIBC Bank USA (Investment Management) Investment ManagersFinance CIBC Bank USA (Investment Management) (CIBC US) is the investment management division of CIBC Bank USA, a commercial bank headquartered in Chicago, Illinois. The firm was founded in 1991 and is a subsidiary of CIBC Bancorp USA, Inc., which is owned by Canadian Imperial Bank of Commerce (TSE: CM) in Canada. CIBC US provides tailored commercial, wealth management, personal, and small business financial solutions as well as cross-border banking services to clients with North American operations. | Chief Investment Officer | 01/11/2006 |
Liberty National Bank & Trust Co. (Oklahoma)q
 Liberty National Bank & Trust Co. (Oklahoma)q Major BanksFinance Liberty National Bank & Trust Co. is a banking institution based in Oklahoma City, OK. The private company provides banking services to its customers. | Corporate Officer/Principal | - |
Kentucky Farm Bureau Mutual Insurance Co.
 Kentucky Farm Bureau Mutual Insurance Co. Property/Casualty InsuranceFinance Kentucky Farm Bureau Mutual Insurance Co. provides property and casualty insurance services. The firm offers insurance policies to homeowners, farm, commercial and automobile industries. The company was founded in November 1919 and is headquartered in Louisville, KY. | Corporate Officer/Principal | - |
Training of Mike Plaiss
| Indiana University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
CIBC Bank USA (Investment Management)
CIBC Bank USA (Investment Management) Investment ManagersFinance CIBC Bank USA (Investment Management) (CIBC US) is the investment management division of CIBC Bank USA, a commercial bank headquartered in Chicago, Illinois. The firm was founded in 1991 and is a subsidiary of CIBC Bancorp USA, Inc., which is owned by Canadian Imperial Bank of Commerce (TSE: CM) in Canada. CIBC US provides tailored commercial, wealth management, personal, and small business financial solutions as well as cross-border banking services to clients with North American operations. | Finance |
Kentucky Farm Bureau Mutual Insurance Co.
Kentucky Farm Bureau Mutual Insurance Co. Property/Casualty InsuranceFinance Kentucky Farm Bureau Mutual Insurance Co. provides property and casualty insurance services. The firm offers insurance policies to homeowners, farm, commercial and automobile industries. The company was founded in November 1919 and is headquartered in Louisville, KY. | Finance |
Liberty National Bank & Trust Co. (Oklahoma)q
Liberty National Bank & Trust Co. (Oklahoma)q Major BanksFinance Liberty National Bank & Trust Co. is a banking institution based in Oklahoma City, OK. The private company provides banking services to its customers. | Finance |
PT Asset Management LLC (Illinois)
PT Asset Management LLC (Illinois) Investment ManagersFinance PT Asset Management LLC (PTAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Berg in 2008 and formerly known as Performance Trust Investment Advisors LLC. They are majority-owned and controlled by PTAM Holdings LLC and minority-owned by certain senior employees. PTAM provides discretionary investment management and advisory services to mutual funds and separately managed accounts. | Finance |
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