Performance Trust
Dave Richter has over 15 years of experience in the finance industry. Dave worked as a Vice President in Institutional Sales at Fixed Income Capital Partners from 2006 to 2015, Vice President in Institutional Sales at COUNTRYWIDE CAPITAL MARKETS, LLC in 2005, and currently serves as a Vice President in the Balance Sheet Strategy Group at Performance Trust Capital Partners since 2015.
Dave Richter completed their Bachelor of Business Administration in Marketing at the University of Wisconsin-Whitewater. Following this, they pursued a Master of Business Administration in Finance at the same university. In 1997, they obtained certifications in Series 63 and Series 7 from FINRA.
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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.