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Meet the Experts
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G. Michael Plaiss, CFA
Portfolio Manager
Mike focuses on modeling RMBS cash flows and portfolio attribution.
Prior to joining PTIA, Mike acquired more than twelve years’ experience managing fixed-income portfolios for banks and insurance companies. He spent five years with Kentucky Farm Bureau, where he managed more than $700 million in municipal bonds, agency securities, and mortgage-backed securities. His background and performance reflect his devotion to the methodology of investing for total return.
Mike graduated from Indiana University, Bloomington with a degree in Economics.
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Tom Futrell, CFA
Senior Portfolio Manager
Tom joined Performance Trust Investment Advisors as a Senior Portfolio Manager for Municipal Bonds. Tom comes to the firm with over 20 years of experience in municipal bond portfolio management.
Tom started his career in the investment business as a credit analyst with Nuveen Investments. He transitioned to Nuveen Asset Management, where he was involved in almost every area of investment management. Tom’s considerable involvement in municipals has included performing portfolio construction and ongoing portfolio management of a number of closed-end municipal bond funds, including Nuveen Premium Income Municipal Fund, Nuveen’s first leveraged closed-end fund. He also supervised a 20-person municipal research team that evaluated potential purchases and performed surveillance on municipal credits totaling $60 billion. Recently, as the CIO for Claymore Securities, Inc. (purchased by Guggenheim Partners, LLC), Tom provided oversight for the investment operations of a $16 billion complex involving closed-end funds, exchange-traded funds, and unit investment trusts, including municipal mandates and closed-end funds.
Tom has a BA from Wheaton College and an MBA from Northern Illinois University, and is a CFA charter holder. Futrell is a director of the Northern Illinois University Foundation and a member of the Finance Committee, as well as a member and past chair of the Municipal Bond Buyers Association. He is Series 7, 24 and 66 registered.
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Johnathan N. Wilhelm, JD
Portfolio Manager
John joined Performance Trust Investment Advisors as a Portfolio Manager for Municipal Bonds. John comes to the firm with over 21 years of credit research and portfolio management experience in corporate and municipal securities.
Prior to joining PTIA, John worked at Nuveen Investments for the past 11 years. Most recently at Nuveen, John was a Senior Vice President and Portfolio Manager, responsible for approximately $3 billion of municipal assets under management involving nine different strategies. Before he joined the portfolio management team, John led a team of credit analysts responsible for research of industrial development bonds, utilities and real estate-backed financings. Prior to joining Nuveen Investments, John was a Senior Credit Analyst in the Van Kampen Senior Loan Group. As a Senior Loan Analyst, he was responsible for the oversight of a team of three analysts with coverage of 180 companies with a total exposure of approximately $6 billion. Before joining the senior loan group, he was a Senior Fixed-Income Analyst for the Van Kampen mutual funds and unit investment trusts where he specialized in the health care and industrial development bond sectors.
John earned his BS in business, with a concentration in finance, from Miami University of Ohio and his Juris Doctor from DePaul University College of Law.
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Anthony J. Harris, CPA
Portfolio Manager
Tony manages investments across all of PTIA’s fixed income-focused funds and separately managed accounts. His responsibilities include modeling RMBS and other securitized product cash flows, portfolio attribution, and risk management.
Prior to joining PTIA, Tony co-founded Six Degrees Capital Management, an alternative fixed income investment manager focused on securitized products. From 2001 to 2007, he originated, structured, and invested in securitized products at BMO Capital Markets. He began his career with PricewaterhouseCoopers and passed the CPA exam in 1998.
Tony received a Bachelor of Business Administration from University of Michigan Ross School of Business with an emphasis in Accounting and a MBA from the University Of Chicago Booth School Of Business with an emphasis in Finance and Economics.
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Sarah Ribbens, CFA
Analyst
Sarah focuses on total return analysis, sector modeling, and industry research.
Prior to joining PTIA, she worked as a wealth analyst for Mirador Family Wealth Advisors, a multi-family office in Grand Rapids Michigan. She has also held the position of trust associate in the Wealth Management Group at Fifth Third Bank.
Sarah graduated from Dordt College with a degree in Business Administration with a Finance emphasis. She is an Accredited Wealth Management Advisor, CFA charter holder, and is Series 7 registered.
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Lars K. Anderson
Analyst
Lars is responsible for repurchase and leverage reporting, as well as developing and maintaining reports for internal analysis.
Prior to joining PTIA, he worked as an intern for AgraShares, LLC in Chicago, Illinois.
Lars earned his Bachelor of Science in business and economics, with a concentration in finance, from North Park University.
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Meet the rest of our team:
Executive Team | Distressed Community Banks | Business Development | Fund Operations
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