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2015-09-30T00:00:00.000Z

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Wrong James Richter?

Mr. James P. Richter

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Background Information

Employment History

Performance Trust Capital Partners LLC

Managing Director

PT Asset Management LLC

Contributor

Lake Forest College

Affiliations

Board Member
GRIP Outreach

Treasurer
Lake Forest Bank & Trust Company

Board Member
Lake Forest Open Lands Association

Education

B.S.

Northwestern University

Bachelor of Science

Business ( Finance

University of Illinois - Chicago

Bachelor of Science

Business ( Finance )

University of Illinois at Chicago

M.A.

Miami University

Ph.D.

Northwestern University

degree

Finance

University of Illinois-Chicago

Web References (38 Total References)


Executive Team | Performance Trust Mutual Funds - Performance Trust Mutual Funds

www.ptiafunds.com [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


James Richter, ...

www.ptam.com [cached]

James Richter, CAIA

...
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, CAIA Portfolio Management
500 West Madison Street Suite 470 Chicago, IL 60661
PHONE 888.282.3220 FAX 312.521.1518


Business Development | Performance Trust Mutual Funds - Performance Trust Mutual Funds

www.ptiafunds.com [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


Board of Directors | GRIP Outreach for Youth

www.gripyouth.com [cached]

Jim Richter - Managing Director, Performance Trust Investment Advisors


Lake Forest Symphony Board of Directors

www.lakeforestsymphony.org [cached]

James P. Richter Lake Forest Capital Management,

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