James Toliver, CFA
Jim joined Performance Trust in 2012. With over 30 years of experience in the financial services industry, he brings valuable skills to the firm, including risk management and portfolio management. Prior to joining Performance Trust, Jim built and launched Balance Sheet Solutions investment advisory business in 2004 and served as President of both the broker/dealer and RIA from 2010-2012. His extensive experience includes the following positions of Chief Risk Officer at Mid-States Corporate Federal Credit Union, Director-Risk Investments at Alliant Credit Union, and CEO at NARDA Credit Union. Jim is a CFA Charterholder and graduated from Arizona State University with a Bachelor of Science degree in finance and securities investment.
