Performance Trust
Allan Jean serves as the Director of Investment Banking at Performance Trust Capital Partners since November 2021. Previously, Allan held the position of Director of Mutual Services at Raymond James & Associates, Inc. from July 2015 to October 2021. Prior experience includes Director roles at Sterne Agee and Keefe, Bruyette & Woods, Inc., focusing on investment banking and mutual-to-stock conversions, respectively. Allan began a career at Crowe Horwath LLP, working as an Executive on thrift mutual-to-stock conversions and IT audit and security from 1987 to 2007. Allan holds a BS in Computer Information Systems from Ferris State University, which was completed between 1984 and 1986.
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Performance Trust
Performance Trust Capital Partners offers a wide range of financial advisory and investment banking services for community financial institutions and RIAs.