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.
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.
Jason is a Portfolio Manager for the Performance Trust Municipal Bond Fund (PTIMX/PTRMX) and PTAM's municipal bond separately managed accounts. Jason's responsibilities include portfolio construction, security selection, credit analysis and bond trading.
Jason joined PTAM in 2013 as a Senior Municipal Analyst. Prior to PTAM, Jason was a Credit Risk Manager at the Federal Reserve Bank of New York. At the Federal Reserve, Jason built and reviewed models that stress tested banks' municipal bond portfolios under a variety of macroeconomic scenarios. Prior to the Federal Reserve, Jason worked for Alliance Bernstein, where he held a number of positions in fixed income management, which included high yield research for its $30B municipal bond platform.
Jason earned a bachelor's degree in finance from Touro College and received his MBA from University of Chicago's Booth School of Business with high honors. Jason is a Chartered Financial Analyst (CFA) Charterholder and a Certified Financial Risk Manager (FRM). Jason also serves on the board for the Chicago Municipal Analyst Society.