Managing Director, Investment Banking Group
Performance Trust Capital Partners, LLC
Gary combines his financial institution background in accounting, taxes, regulatory compliance and operations to be a team leader in total balance sheet analysis and a regular contributor on numerous financial institution issues affecting the clients of Performance Trust. He is a featured speaker at numerous banking, insurance and professional conferences and seminars throughout the United States.
Previously, Gary was one of the early employees of Performance Trust (Betzold Berg & Nussbaum), beginning as the first CFO of the company and a regular speaker at Bond Training Camp™ (now Performance Trust University®). Prior to his current role, Gary was CEO of two small Illinois banks as well as CFO of PrivateBank in Chicago. Gary began his career in public accounting at the firm of Crowe Chizek (now Crowe Horwath LLP), where he spent seven years working exclusively with community financial institutions doing all areas of auditing, tax and various consulting projects including loan review and regulatory compliance.
Gary holds a degree in Accounting from DePaul University and is a Certified Public Accountant.
Asset Liability Management