MN

Mike Nardone

Senior Vice President at PT Asset Management, LLC

Mike Nardone is an accomplished finance professional with extensive experience in asset management and financial consulting. Currently serving as Senior Vice President at PT Asset Management, LLC since September 2018, Mike has previously held key leadership roles including Regional Director at Swan Global Investments and Senior Vice President positions at both Deutsche Asset Management/DWS Investments and Gabelli Asset Management. Additionally, Mike contributed as a Financial Consultant at LPL Financial earlier in 2016.

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New York, United States

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PT Asset Management, LLC

PT Asset Management, LLC (PTAM) is a Chicago-based boutique fixed income asset manager that seeks to deliver superior long-term results to investors, financial advisors and institutions. Our investment team uncovers compelling opportunities by looking beyond traditional metrics and applying a dynamic approach to evaluating the future total return of securities over various interest rate scenarios. As of March 31st, 2024, PTAM manages approximately $7.7 billion in assets across multiple products, including mutual funds and separately managed accounts for institutional investors. Investing in bonds involves risk; including loss of principal. PT Asset Management (PTAM) is the advisor to the Performance Trust Funds, which are distributed by Foreside Fund Services, LLC. To learn more, please visit www.ptam.com.


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11-50

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