Richard Scott Berg
Founder at PT Asset Management LLC (Illinois)
Richard Scott Berg active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Founder | 01/01/2008 | - |
| Chairman | 01/10/2020 | - | |
| Chief Executive Officer | 01/01/2008 | 01/10/2020 | |
Performance Trust Capital Partners LLC
 Performance Trust Capital Partners LLC Investment Banks/BrokersFinance Performance Trust Capital Partners LLC (Performance Trust) is a registered broker-dealer headquartered in Chicago, Illinois. The firm was founded by Richard S. Berg and Philip M. Nussbaum in 1994. It is a subsidiary of PT Financial Cos. LLC. Performance Trust offers a wide range of financial advisory and investment banking services for community financial institutions. | Founder | 09/03/1994 | - |
| Chairman | 01/10/2020 | - | |
| Chief Executive Officer | 09/03/1994 | 01/10/2020 | |
PT Financial Cos. LLC
 PT Financial Cos. LLC Regional BanksFinance PT Financial Cos. LLC engages in the provision of investment and financial advisory services. The company is headquartered in Chicago, IL. | Chief Executive Officer | - | - |
Career history of Richard Scott Berg
Training of Richard Scott Berg
| Wheaton College (Illinois) | Undergraduate Degree |
| Kellogg School of Management | Masters Business Admin |
Statistics
International
| United States | 6 |
Operational
| Chief Executive Officer | 3 |
| Chairman | 2 |
| Founder | 2 |
Sectoral
| Finance | 4 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
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 |
Performance Trust Capital Partners LLC
Performance Trust Capital Partners LLC Investment Banks/BrokersFinance Performance Trust Capital Partners LLC (Performance Trust) is a registered broker-dealer headquartered in Chicago, Illinois. The firm was founded by Richard S. Berg and Philip M. Nussbaum in 1994. It is a subsidiary of PT Financial Cos. LLC. Performance Trust offers a wide range of financial advisory and investment banking services for community financial institutions. | Finance |
PT Financial Cos. LLC
PT Financial Cos. LLC Regional BanksFinance PT Financial Cos. LLC engages in the provision of investment and financial advisory services. The company is headquartered in Chicago, IL. | Finance |
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