David is Performa’s Chief Investment Officer responsible for investment policy and is a member of the firm’s Executive Management Team. Performa clients benefit from his more than twenty years of investment management experience and wealth of fixed income knowledge. Prior to joining Performa, David served as Chief Investment Officer of Dwight Asset Management where he was responsible for over $75 billion in fixed income client assets. As Chair of Dwight’s Fixed Income Strategy Group, he led the decision making process for macro sector allocation and strategy duration. He also held previous positions with Manufacturers Hanover Trust in New York City in the Emerging Markets Group and traded emerging market and non-dollar securities at several other institutions. David graduated from Trinity College with a Bachelor’s degree and holds the Chartered Financial Analyst (CFA®) designation from the CFA® Institute.
Scott is a senior member of the Investment Policy Group and Head of Corporate Credit, leading Performa’s corporate bond portfolio management, trading and research. He has been involved in all aspects of the fixed income markets having spent considerable time early in his career as an investment grade and high yield analyst before moving on to focus on trading and managing Investment Grade portfolios. Before joining Performa, Scott held the position of Head of Investment Grade Credit at Dwight Asset Management and was a member of firm’s Fixed Income Strategy Team. He also held senior positions at Dwight Asset Management in portfolio management and as a credit analyst. Prior to that, Scott was a credit analyst at Gannett Welsh & Kotler and Loomis Sayles in Boston. Scott holds a M.B.A. in Business Management and B.A. degree in Political Science from Union College. Scott holds the Chartered Financial Analyst (CFA®) designation from the CFA® Institute and is a member of the CFA Societies of Vermont and Boston.
Jason is a senior member of the Investment Policy Group and Head of Structured Product, leading Performa’s mortgage and asset-backed securities portfolio management, trading and research. Prior to joining Performa, Jason served as a fixed income Portfolio Manager for Dwight Asset Management, responsible for over $2 billion in Commercial Real Estate securities. His portfolio management role included the analysis and trading of commercial mortgage-backed securities (CMBS) for a wide variety of institutional portfolios and funds. Before joining Dwight’s portfolio management unit, Jason began as a quantitative analyst and then moved to managing and trading the firm’s securities lending portfolio. He transitioned to the Structured Product team in 2006 in a role covering residential, commercial and consumer receivables backed securities. In 2008, Jason became Head of CMBS. Prior to moving to Dwight Asset Management in 2002, Jason held positions in credit mitigation, recruitment and sales. He graduated from Middlebury College with a B.A. in Psychology.
Scott is Performa’s Economic and Macro Strategist focused on the firm’s macro investment policy and is a senior member of the firm’s Investment Policy Group. Scott holds a MS in Economics from the University of Oregon. He previously worked at Dwight Asset Management from 2007 to 2010 as both a Quantitative Analyst and Associate Portfolio Manager running portfolio analytic systems, modeling tactical and strategic interest rate positioning trades as well as risk management monitoring. Prior to Dwight, he worked at Princeton University as a Data Analyst writing statistical programs and creating and managing databases for various university departmental research projects. Scott received his undergraduate degree from the University of Vermont as double major in Mathematics and Economics.
Peter is Head of Asset Allocation & Liquidity where he has oversight of asset allocation and managing client liquidity and is also a member of the firm’s Investment Policy Group (IPG). Peter’s responsibilities include overall management of the firm’s money market fund and other client liquidity strategies. As an Asset Allocation portfolio manager, he is also responsible for managing overall client exposure in accordance with their stated guidelines and positioning within the firm’s asset allocation policies, as well as oversight of trading activity. He is also a member of the firm’s Asset Allocation Policy Group. Prior to joining Performa, Peter worked at Dwight Asset Management as a structured products portfolio manager with a particular focus on residential mortgage-backed and asset-backed securities. After Dwight, Peter held positions at The GFI Group as an inter-dealer broker covering MBS, ABS, and CLOs, and more recently at AOC Securities in institutional fixed income sales. Peter received his B.S. degree from the University of Vermont with a major in Finance & Management Information Systems.
Christopher is a Corporate Credit Analyst primarily responsible for monitoring current fixed income holdings and identifying new investment opportunities while monitoring economic, market and industry trends and fundamentals. He has 20 years of experience in the fixed income markets including significant experience as an investment grade and high yield analyst in a wide range of industries including financials, energy, industrials and materials. Before joining Performa, Christopher was a VP, Fixed Income Analyst at Sentinel Asset Management, the investment arm of National Life based in Montpelier, VT. Prior to that, Christopher held various analyst positions at KDP Investment Advisory Services, Opus Investment Management and Fleet National Bank, amongst others. Christopher holds the Chartered Financial Analyst designation, earned a M.B.A. from Boston College and a B.A. degree from the University of Massachusetts, Amherst.