Mark is a Portfolio Manager for the Performance Trust Municipal Bond Fund (PTIMX/PTRMX), the Performance Trust Total Return Bond Fund (PTIAX) 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.
