Jonathan W. Briggs
Managing Director - Investment Banking - Performance Trust Capital Partners
Mr. Briggs joined Performance Trust Capital Partners, LLC ("PTCP") in January 2015 as a Managing Director-Investment Banking. Prior to joining PTCP, he was the Managing Director of the Financial Institutions Group of Chaffe & Associates, Inc. Mr. Briggs has over 17 years experience providing merger and acquisition advisory services, valuation services, capital planning services and regulatory advisory services to banks and thrifts. During his career Mr. Briggs has completed numerous bank and thrift merger advisory engagements, including regulatory-assisted transactions, for a total aggregate value of over $400 million. In addition, Mr. Briggs has completed over 200 of other advisory assignments, including valuations, capital planning services and advisory on regulatory matters. Mr. Briggs holds a B.S. in Finance from the University of New Orleans and is a CFA charterholder. He also is an Adjunct Professor of Finance at the University of New Orleans, where he teaches Bank Management. Mr. Briggs is a member of the CFA Institute. He is licensed with Financial Industry Regulatory Authority ("FINRA") as a registered representative and general securities principal and holds the Series 7, 24, 79 and 63 licenses.
Speaking Topic: Finding Capital Funding