David is Performa’s Chief Executive Officer and Chief Investment Officer. As CEO, David is responsible for the overall direction of the firm and strategic initiatives. In his CIO role, David chairs the firm’s Investment Policy Group (IPG) and oversees the firm’s investment process and portfolio management team. This includes the coordination of asset allocation, fixed income macro positioning including sector allocation, duration management and yield curve for the firm’s investment grade bond portfolios. He has been involved in all aspects of fixed income markets for over 35 years and frequently speaks at captive insurance conferences and industry events. Prior to joining Performa in 2011, David served as Chief Investment Officer of Dwight Asset Management where he was responsible for $75 billion in institutional fixed income assets. He began his career at Manufacturers Hanover in New York City in the Emerging Markets Group and traded emerging market and non-dollar securities at Chemical Bank, Midland Global Markets (HSBC) and NationsBank (Bank of America). David graduated from Trinity College, with a B.A. in Economics and holds the Chartered Financial Analyst (CFA®) designation from the CFA® Institute.

David works out of performa’s charleston, south carolina office.

JOHN JAMES

HEAD OF BUSINESS DEVELOPMENT

HUGH BARIT

FOUNDER & SENIOR DIRECTOR

WARREN MILLER

HEAD OF RELATIONSHIP MGMT