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.
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 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.
Mike brings over 20 years of industry experience. He is a member of PTAM’s portfolio management team and is responsible for portfolio construction and security selection with an emphasis on Commercial Mortgage Backed Securities.
Prior to joining PTAM in 2015, Mike was a Senior Manager for Deloitte where he advised clients on commercial real estate acquisitions, real estate mergers and loan workouts. From 2003 to 2008, he was a member of the acquisitions team for Pearlmark Real Estate Partners (formerly Transwestern Investment Company), a real estate private equity firm based in Chicago. In total, Mike has been directly involved, as both a principal and an advisor, in the closing of over $3.0B in commercial real estate transactions across all major property types.
Mike earned a Bachelor of Science degree from University of Kansas, and received his Juris Doctorate from DePaul University College of Law.