Richard Berg
Executive Chairman & Co-Founder
Performance Trust Capital

Rich serves as Executive Chairman and Co-Founder of Performance Trust Capital Partners, where he has built a business whose mission includes empowering financial institutions to earn their independence through growth, acquisition, or strategic exits. He is a committed educator who brings unbridled passion to the industry by challenging conventional wisdom and working with financial institutions to achieve their strategic goals. Before founding Performance Trust, Rich was a Managing Director with Clayton Brown & Associates, Inc. Rich has authored various feature articles in many banking and regulatory publications, including the ABA Banking Journal. He was also an original faculty member of our highly acclaimed educational programs. Rich is a nationally recognized speaker on financial topics and was a frequent guest on CNBC, Bloomberg, and MSNBC. He also currently serves on the board. Rich received his Bachelor of Science degree in mathematics from Wheaton College and an MBA from Northwestern University’s Kellogg Graduate School of Management. He is Series 7, 24, 53, and 63 registered.