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This profile was last updated on 12/9/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. James P. Richter

Wrong James P. Richter?

Managing Director

Performance Trust Capital Partners LLC
500 W. Madison Ste. 350
Chicago , Illinois 60661
United States

Company Description: Performance Trust Insurance Group is a firm with strong experience in many facets of the Property and Casualty Insurance and Employee Benefits industry. We...   more
Background

Employment History

Board Memberships and Affiliations

Education

  • Ph.D.
    Northwestern University
  • PhD
  • M.A.
    Miami University
  • B.S.
    Northwestern University
23 Total References
Web References
Executive Team | Performance Trust Mutual Funds - Performance Trust Mutual Funds
www.ptiafunds.com, 21 Oct 2014 [cached]
James Richter, CAIA
Managing Director
...
Jim was part of a two-man team that initially launched PTAM in 2008 and is now a Managing Director, Product Specialist with the firm. He has deep expertise in domestic fixed income, specifically structured credit, residential mortgage-backed and municipal bond securities.
Prior to launching PTAM, Jim was an institutional bond specialist with the firm's sister company, Performance Trust Capital Partners, LLC, starting in 1998. While in this position, he was part of a team that led the OCC (Office of the Comptroller of the Currency) and Federal Reserve Banks through the firm's comprehensive bond education program. Jim has spoken at industry conferences and has authored web-based curriculum for institutional investors.
Jim earned his Bachelor of Science in Business (Finance) from the University of Illinois at Chicago.
...
James Richter
Portfolio Management
Business Development | Performance Trust Mutual Funds - Performance Trust Mutual Funds
www.ptiafunds.com, 9 Feb 2014 [cached]
Jim Richter
...
James P. Richter, CAIA
Managing Director
Jim was part of a two-man team that initially launched PTIA in 2008, and is now a Managing Director, Product Specialist with the firm. He has deep expertise in domestic fixed income, specifically structured credit, residential mortgage backed and municipal bond securities.
Prior to launching PTIA, Jim was an institutional bond specialist with the firm's sister company (PTCP) starting in 1998. While in this position, he was part of a team that led the OCC (Office of the Comptroller of the Currency) and Federal Reserve Banks through the firm's comprehensive bond education program. Jim has spoken at industry conferences and has authored web-based curriculum for institutional investors.
Jim earned his Bachelor of Science in Business (Finance) from the University of Illinois - Chicago.
...
James P. Richter, CAIA
Jim Richter - Director of ...
www.performancetrust.com, 3 Oct 2009 [cached]
Jim Richter - Director of Sales Performance Trust Investment Advisors, LLC
Jim Richter is the Director of Sales at Performance Trust Investment Advisors, and leads the marketing and sales of funds offered by PTIA. He is passionate about helping investors outperform by applying a disciplined quantitative investment process.
Prior to joining PTIA, Jim worked at Performance Trust Capital Partners as an institutional sales representative. In 2003, Jim left the firm to start his own company which advised depository institutions on their fixed-income portfolios. In 2007, Jim rejoined Performance Trust Investment Advisors to focus on marketing and sales of funds.
Jim graduated from the University of Illinois-Chicago with a degree in Finance, and is Series 7 and 66 Licensed. He has spoken at national conferences sponsored by banking, financial management and regulatory organizations. He has written web-based training curriculum for institutional investors. Jim and his wife have 2 children and live in Kane County, Illinois.
...
Jim Richter Director of Sales
James P. Richter - Managing ...
www.wintrustwealth.com, 4 June 2011 [cached]
James P. Richter - Managing Director
Wayne Hummer
www.waynehummer.com, 18 Dec 2006 [cached]
James Richter
...
James P. Richter Managing Director
727 North Bank LaneLake Forest, IL 60045
...
Mr. Richter joined Wayne Hummer in 2003 with the acquisition of Lake Forest Capital Management.
...
Jim was President of LFCM from 1983 to 2003.He has extensive and widely diversified personal and institutional investment experience in securities, real estate, and private corporate investments.He serves, or has served as an officer or director for a number of private corporate entities, as well as civic, educational, and charitable organizations.Examples of Jim's past and present charitable involvement include: President, Lake Forest Open Lands Association; Chairman, Lake Forest Symphony Association; Chairman, Barat College Board of Trustees; Vice Chairman, United Way of Metropolitan Chicago; President, United Way of Suburban Chicago; and Treasurer, Kohl Children's Museum.Mr. Richter holds a Ph.D. and B.S. from Northwestern University, and an M.A. from Miami University (Ohio).Jim is also a Director of Wayne Hummer Trust Company and Wayne Hummer Asset Management Company.
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