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Douglas R Rothschild named president of Performance Trust Investment Advisors

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Douglas R Rothschild, a financial industry veteran and expert in hedge fund operations and asset management, has been named president of Performance Trust Investment Advisors, LLC (PTIA), a sister company of Performance Trust Capital Partners, LLC.

As president, Rothschild will be responsible for running the asset management business for Performance Trust Investment Advisors and executing the company’s current business strategy, including raising additional assets and building out the infrastructure in distribution, client service and operations. He will team up with Chief Investment Officer Peter Cook, who manages the investment teams at PTIA.

Rothschild has over 16 years of experience in the financial services industry. Previously, Rothschild was a partner at Agecroft Partners, LLC, a global, award-winning third-party marketing firm founded by 27-year veteran Don Steinbrugge. At Agecroft, Rothschild helped build an elite, alternatives-focused distribution firm that received six third-party marketer-of-the-year awards over the last three years. Rothschild managed Agecroft’s distribution efforts in Europe and sourcing and signing managers in London and Asia, producing a lasting footprint for the firm’s future.

"Doug is one of the best leaders and salespeople I have known in my 27-year career. His ability to build businesses and relationships is rare," says Agecroft’s Don Steinbrugge. In addition to interviewing hundreds of hedge fund managers for Agecroft Partners, Rothschild served on the executive committee of a large, multi-strategy hedge fund and developed relationships with the world’s leading public and corporate pension funds, endowment funds, international private banks, consultants and funds of funds. He has been a frequent presenter at industry conferences and premier business schools and investment banks in the US. He spent over eight years as a trader and manager of trading operations at the Chicago Board of Trade and Chicago Board Options Exchange. Rothschild earned a master’s degree in education from Arizona State University and a bachelor’s degree in communications from Wheaton College. He also spent two years as a free agent in the National Football League with the Chicago Bears and Cincinnati Bengals. He has his series 7, 63 and 3 licenses.

Rich Berg, CEO of Performance Trust Companies, says: "Doug’s expertise in building an asset management business and his distribution capabilities make him a great fit for PTIA. We are growing rapidly, and we will benefit from Doug’s operational expertise.  Doug will partner with our CIO, Peter Cook, who continues to focus on delivering returns for our investors. We are thrilled to have him lead the team."

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