Performance Trust Names Caisse Senior Portfolio Manager

Bryan P. Caisse, whose background is in mortgage-backed and fixed-income portfolio management, joined Performance Trust Investment Advisors LLC (PTIA) as senior portfolio manager.

Caisse will be responsible for running a mortgage-backed, fixed-income portfolio and help oversee the risk of the portfolios for PTIA while executing the company’s current business strategy, including raising additional assets and building out product lines. PTIA manages more than $480 million in assets as of May 31. He will team up with President Douglas Rothschild and Chief Investment Officer Peter Cook, who manages the investment teams at PTIA, a sister company of Performance Trust Capital Partners LLC.

Caisse has more than 21 years of experience in financial services. From 2008 to the present, he was the president of Huxley Capital Management in New York, a fixed-income hedge fund. From 1997 to 2007, Bryan was the senior portfolio manager at West Side Advisors, an SEC-regulated mortgage-backed securities hedge fund in New York with multiple billions of assets under management. From 1994 to 1997, he was the senior portfolio manager and managing director at Bear Stearns Investment Advisors. From 1991 to 1994, he was a managing director in the institutional mortgage sales division at Bear Stearns. Before joining Bear Stearns, Bryan was a Navy lieutenant, and the weapons officer on the nuclear submarine USS John Marshall.

Caisse holds a bachelor’s of science in mathematics from the United States Naval Academy. He graduated from the U.S. Navy’s Nuclear Power School as a nuclear engineer and attended New York University’s Stern School of Business MBA program.