Performa
Performa is an institutional investment management firm catering to Captive Insurance companies in the U.S. and abroad. We are one of the largest independent asset managers dedicated to the Captive industry. Our offices are located in the key Captive domiciles of Bermuda, Vermont and South Carolina. Our internal fixed income and equity strategies, coupled with preferred sub-advisory relationships in key asset classes, are geared towards the regulatory, risk management and liability needs of our Captive Insurance clients. We're a 100% employee owned firm with over 30 years of asset management within the Captive industry. Continuity of our approach, the longevity of our team and a flexibility in our thinking are our hallmarks. Wherever your Captive Insurance company is domiciled, Performa can assist in achieving maximum efficiency with the right balance sheet management. Our clients never wonder who is actually managing their investments with a direct line of contact to their servicing and portfolio management team.
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Verified contacts
23
available on Kipplo
LinkedIn employees
23
11 to 50 range
Open roles
—
no listings
Distinct roles
22
indexed titles
Tech stack
1
tools in use
Monthly traffic
327
organic / mo
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Decision-makers and verified team members
23 contacts with verified email or phone · masked until revealed.
- AS
Adam Sicard
Head of Portfolio Management Operations · Operations
EmailPhone - WM
Warren Miller
Senior Relationship Manager · Finance & Accounting
EmailPhone - BW
Brandon Whiteside
Compliance Associate · Finance & Accounting
EmailPhone - MR
Michael Reavill
Associate Portfolio Manager · Finance & Accounting
EmailPhone - TB
Tyler B. Condon
Relationship Manager · Finance & Accounting
EmailPhone - WB
Whitney Brownie
Marketing & Brand Specialist · Advertising & Marketing
EmailPhone - DK
David Kilborn
Chief Investment Officer & President · Finance & Accounting
EmailPhone - JG
Jason Golder
Performa Limited (Us), Llc · Other
EmailPhone - JJ
John James
() · Other
EmailPhone
Showing 9 of 23 verified contacts
Top roles at Performa
22 distinct titles indexed · top 10 shown.
- 2chief compliance officer
- 1()
- 1associate portfolio manager
- 1business consultant
- 1chairman & ceo
- 1chief financial officer
- 1chief investment officer & president
- 1client service associate
- 1compliance associate
- 1compliance officer
- +12more titles
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