ptam.com Open in urlscan Pro
52.216.230.98  Public Scan

Form analysis
1 forms found in the DOM

GET https://search.freefind.com/find.html

<form style="margin:0px; margin-top:4px;" action="https://search.freefind.com/find.html" method="get" accept-charset="utf-8" target="ffse-overlay"><input type="hidden" name="sbv" value="j2">
  <input type="hidden" name="si" value="60289632">
  <input type="hidden" name="pid" value="r">
  <input type="hidden" name="n" value="0">
  <input type="hidden" name="_charset_" value="">
  <input type="hidden" name="bcd" value="÷">
  <input type="text" name="query" size="15">
  <input type="submit" value="search" class="searchcolor">
</form>

Text Content

 * Home
 * About PTAM
   * Overview
   * Firm History
   * Portfolio Management
 * Mutual Funds
   * Strategic Bond Fund
   * Municipal Bond Fund
   * Credit Fund
 * Resources
 * Contact Us
 * 




G. MICHAEL PLAISS, CFA


SENIOR PORTFOLIO MANAGER

--------------------------------------------------------------------------------

Mike brings over 15 years of experience managing institutional fixed-income
portfolios. He currently manages investment portfolios across all of PTAM's
structured credit and municipal bond focused funds and separately managed
accounts. Mike's responsibilities include portfolio construction, security
selection, portfolio attribution, modeling RMBS and municipal bond cash flows,
and risk management.

Prior to joining PTAM, Mike 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, Mike held positions at multiple
banking institutions where he also managed diverse fixed income portfolios.

Mike graduated from Indiana University, Bloomington with a Bachelor of Arts in
Economics and is a CFA® charterholder.


ANTHONY HARRIS, CPA


SENIOR PORTFOLIO MANAGER

--------------------------------------------------------------------------------

Tony manages investments across PTAM's structured credit focused funds and
separately managed accounts. His responsibilities include portfolio
construction, security selection, portfolio attribution, and risk management.

Prior to joining PTAM, Tony co-founded Six Degrees Capital Management, an
alternative fixed-income investment manager focused on securitized products.
From 2001 to 2007, he originated, structured, and invested in securitized
products at BMO Capital Markets and managed a multi-billion dollar portfolio of
ABS, CDOs, and RMBS. He began his career with PricewaterhouseCoopers and passed
the CPA exam in 1998.

Tony received a Bachelor of Business Administration from University of Michigan
Ross School of Business with an emphasis in Accounting and a MBA from the
University of Chicago Booth School of Business with an emphasis in Finance and
Economics.


LARS ANDERSON, CFA


PORTFOLIO MANAGER

--------------------------------------------------------------------------------

Lars serves as a member of PTAM's portfolio management team. Lars is responsible
for the portfolio construction, security selection, and modeling securitized
credit securities. Lars joined PTAM in January 2011 as an analyst. In December
2017, he was promoted to Senior Analyst, and in September 2020, he was named a
Portfolio Manager. Lars received a Bachelor of Science in Business and Economics
with a concentration in Finance from North Park University and has been a CFA®
charter holder since 2015.


MARK PEILER, CFA


PORTFOLIO MANAGER

--------------------------------------------------------------------------------

Mark is a Portfolio Manager for the Performance Trust Municipal Bond Fund
(PTIMX/PTRMX) and PTAM's municipal bond separately managed accounts. Mark's
responsibilities include portfolio construction, security selection and risk
management.

Mark joined PTAM in 2022. Prior to PTAM, Mark was the Chief Investment Officer
at BNC National Bank for over 23 years. At BNC National Bank, Mark applied Shape
Management® to the management of its portfolio of municipal, mortgage-backed,
and other structured fixed-income securities. He also managed portfolios for
clients of its Wealth Management Division, and most recently was Interim Chief
Financial Officer.

Mark received a Bachelor of Business Administration majoring in Banking and
Financial Economics from the University of North Dakota, and is a CFA®
charterholder. Mark served on the CFA Society Minnesota board from 2010 through
2021, and was its President from 2017 through 2019.


 * Terms and Conditions
 * |
 * Privacy Policy

© 2022 PT Asset Management, LLC.

Before investing, carefully consider fund investment objectives, risks, charges
and expenses. For this and other information that should be read carefully,
please view the funds' prospectuses.

PTAM is the advisor to the Performance Trust Mutual Funds, which are distributed
by Foreside Fund Services, LLC.