CHICAGO, June 27, 2012 /PRNewswire/ -- Bryan P. Caisse, a financial industry veteran with a long track record in mortgage-backed and fixed income portfolio management, joined Performance Trust Investment Advisors, LLC (PTIA), a sister company of Performance Trust Capital Partners, LLC, as Senior Portfolio Manager, the companies announced today.
Mr. Caisse will be responsible for running a mortgage-backed, fixed income portfolio and help oversee the risk of the portfolios for PTIA while executing the company's current business strategy, including raising additional assets and building out the product lines. PTIA manages over $480 million in assets as of May 31, 2012. He will team up with President Douglas Rothschild and Chief Investment Officer Peter Cook who manages the investment teams at PTIA.
Mr. Caisse has over 21 years of experience in the financial services industry. Previously, from 2008 to the present, Mr. Caisse was the President of Huxley Capital Management in New York, a fixed income hedge fund. From 1997 to 2007, Bryan was the Senior Portfolio Manager at West Side Advisors, an SEC regulated mortgage-backed securities hedge fund with multiple billions of assets under management in New York City. From 1994 to 1997, he was the Senior Portfolio Manager and Managing Director at Bear Stearns Investment Advisors. From 1991 to 1994, he was a Managing Director in the institutional mortgage sales division at Bear Stearns. Prior to joining Bear Stearns in 1991, Bryan was a Lieutenant in the Navy, and the Weapons Officer on the nuclear submarine USS John Marshall (SSN-611).
In 1985, Bryan received a B.S. in Mathematics from the United States Naval Academy. He graduated from the United States Navy's Nuclear Power School as a Nuclear Engineer in 1986, and attended New York University's Stern School of Business MBA program from 1990 to 1994. Bryan is originally from Athol, Massachusetts.
Doug Rothschild, President at PTIA said, "We are thrilled to add someone of Bryan's pedigree and experience to our team at PTIA. His impressive 17-year track record makes him one of the most prominent and seasoned veterans in mortgage-backed, fixed income portfolio management."
About Performance Trust Investment Advisors
PTIA is a registered investment advisor focused on monetizing market inefficiencies in the fixed income markets. PTIA specializes in residential mortgage-backed (RMBS) and lower investment grade municipal securities. PTIA also manages a product focused on distressed community bank recapitalization. PTIA's primary investment philosophy is to seek out and invest in markets that have experienced a dislocation, which in turn can produce market inefficiencies and unusual risk/reward profiles. PTIA's disciplined investment process enables us to potentially take advantage of such opportunities, and helps us achieve our firm's mission of striving to deliver superior performance to our investors while balancing risk and reward. We also believe in providing unrivaled communication and transparency to our clients, and offer liquidity terms commensurate with each investment strategy. For more information, go to www.PTIA.com.
SOURCE Performance Trust Investment Advisors