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Mike Plaiss
Portfolio Manager-Fixed Income at PT Asset Management LLC (Illinois)
Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Richard Scott Berg | M | - |
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. | 16 years |
Lars K. Anderson | M | - |
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. | 13 years |
Mark Peiler | M | 53 |
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. | 2 years |
David W. Crabb | M | 70 |
Indiana University
| 41 years |
Sarah Nicole Ribbens | F | - |
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. | 15 years |
Tony Harris | M | - |
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. | 15 years |
Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Jason David Appleson | M | - |
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. | 8 years |
Shane Bradley Hoover | M | - |
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. | 8 years |
David A. Graham | M | - |
Indiana University
| 9 years |
Doug Rothschild | M | - |
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. | - |
James Tanner | M | 64 |
Indiana University
| 5 years |
Lonnie Nicholson | M | 60 |
Indiana University
| - |
Jong-Suk Ye | M | 70 |
Indiana University
| 3 years |
Michael Curless | M | 60 |
Indiana University
| 7 years |
Daniel Peter Dresser | M | - |
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. | 5 years |
Melissa Proffitt Reese | F | - |
Indiana University
| 7 years |
Anand Deshpande | M | 62 |
Indiana University
| 4 years |
Bong-Joo Lee | M | 64 |
Indiana University
| 6 years |
John Inwood | M | - |
Indiana University
| 4 years |
Jerry Burgdoerfer | M | - |
Indiana University
| 3 years |
Rob Barnard | M | 56 |
Indiana University
| 7 years |
David A. Arrensen | M | - |
Indiana University
| 7 years |
Keith Woodward | M | 60 |
Indiana University
| 4 years |
Carolyn Kroll Reidy | M | 75 |
Indiana University
| 9 years |
James Meyer | M | - |
Indiana University
| 7 years |
Ethan Scott Youderian | M | - |
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. | 5 years |
Elizabeth O'Farrell | F | 59 |
Indiana University
| 5 years |
Greg S. Norrod | M | - |
Indiana University
| 3 years |
Sean W. Sullivan | M | - |
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. | 2 years |
David C. Neilson | M | - |
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. | - |
M. Gail Fitzgerald | F | - |
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. | 1 years |
Kathleen M. Jackson | F | - |
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. | 1 years |
Lori G. Roberts | F | 63 |
Indiana University
| 7 years |
Michael P. Sweeney | M | - |
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. | - |
Alan Rappaport | M | 71 |
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. | - |
Bruce E. Beerbower | M | - |
Indiana University
| 5 years |
Erik Brenner | M | - |
Indiana University
| 2 years |
Mike Tadych | M | - |
Indiana University
| 4 years |
Scott Michael Tracey | M | 56 |
Indiana University
| 4 years |
Abdullah Al Jabr | M | 63 |
Indiana University
| 4 years |
Yew Cheung Lee | M | 59 |
Indiana University
| 4 years |
Thomas N. Mills | M | - |
Indiana University
| 4 years |
Oussama Abdul Rahman Al-Kaissi | M | - |
Indiana University
| 4 years |
Abdul Rahman bin Abdul Aziz Al-Omran | M | - |
Indiana University
| 4 years |
Steve Glander | M | - |
Indiana University
| 4 years |
Stuart Glassman | M | - |
Indiana University
| 4 years |
Paul G. Ryan | M | - |
Indiana University
| 4 years |
James Fielding | M | 59 |
Indiana University
| 4 years |
Durga Vallabhaneni | M | - |
Indiana University
| 2 years |
Daniel Zabrowski | M | 64 |
Indiana University
| 3 years |
Gregg Poetz | M | - |
Indiana University
| 4 years |
Katherine Sigler | F | 61 |
Indiana University
| 4 years |
Andrew Taylor | M | - |
Indiana University
| 4 years |
Caroline Winnett | F | - |
Indiana University
| 3 years |
Jeffrey Kaplin | M | - |
Indiana University
| 4 years |
Xian Chu Zhang | M | 69 |
Indiana University
| 4 years |
Joseph Breeden | M | - |
Indiana University
| 4 years |
Magesvaran Suranjan | M | 54 |
Indiana University
| 4 years |
Mark A. Paul | M | - |
Indiana University
| 4 years |
Christopher Richardson | M | 63 |
Indiana University
| 4 years |
Thomas D. Weldon | M | - |
Indiana University
| 2 years |
Robert Pantano | M | - |
Indiana University
| 2 years |
Bryan Robert Johanson | M | - |
Indiana University
| 2 years |
Greg Oslan | M | - |
Indiana University
| 10 years |
Il-Sup Huh | M | 70 |
Indiana University
| 2 years |
Thomas Boehlert | M | 64 |
Indiana University
| 4 years |
Jeffrey Kauffman | M | - |
Indiana University
| 4 years |
Eric Scott Mark | M | - |
Indiana University
| 4 years |
Cheryl E. Watson | F | 63 |
Indiana University
| 4 years |
Matthew D. Hall | M | 64 |
Indiana University
| 4 years |
Douglas C. Eby | M | 64 |
Indiana University
| 2 years |
Nasser Peyghambarian | M | - |
Indiana University
| 3 years |
Thomas James Pence | M | - |
Indiana University
| 4 years |
Dale Williams | M | 61 |
Indiana University
| 4 years |
Paul T. Ahern | M | - |
Indiana University
| 4 years |
Tom Maurath | M | - |
Indiana University
| 2 years |
Mindy Kline | F | 61 |
Indiana University
| 4 years |
Edward Lang | M | 61 |
Indiana University
| 4 years |
John Howard | M | 67 |
Indiana University
| 3 years |
Scott E. Herbst | M | - |
Indiana University
| 4 years |
Thomas D. Ingolia | M | 71 |
Indiana University
| 2 years |
Gang Yi | M | 66 |
Indiana University
| 8 years |
David A. Theil | M | - |
Indiana University
| 4 years |
Todd Padgett | M | - |
Indiana University
| 4 years |
Daniel Peterson | M | - |
Indiana University
| 4 years |
Rene Arvin | M | - |
Indiana University
| 4 years |
Robert Schneider | M | 63 |
Indiana University
| 4 years |
Matthew J. Becker | M | - |
Indiana University
| 4 years |
Craig H. Lacy | M | - |
Indiana University
| 2 years |
Alan Matula | M | 63 |
Indiana University
| 4 years |
Gregory S. Davis | M | 62 |
Indiana University
| 4 years |
Jeffrey McDonald | M | - |
Indiana University
| 4 years |
Mark Widmar | M | 58 |
Indiana University
| 4 years |
Tracy T. Larsen | M | 64 |
Indiana University
| 3 years |
Brent S. Claymon | M | - |
Indiana University
| 4 years |
David Dorros | M | - |
Indiana University
| 2 years |
Robert T. Grand | M | - |
Indiana University
| 3 years |
Alan A. Levin | M | - |
Indiana University
| 3 years |
Edward M. Ordonez | M | 62 |
Indiana University
| 3 years |
Bob Carlson | M | - |
Indiana University
| 4 years |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Mike Plaiss
- Personal Network