Performance Trust Welcomes H. Lenwood Brooks as New Managing Director in Financial Institutions Group

Performance Trust Capital Partners Welcomes H. Lenwood Brooks

Performance Trust Capital Partners, LLC, has made a significant addition to its team by appointing H. Lenwood Brooks, V as the new Managing Director in its Financial Institutions Group. This strategic hire underscores Performance Trust's commitment to providing exceptional leadership, education, and advocacy in the financial services sector, particularly for community financial institutions.

With more than two decades of experience in financial services and trade association advocacy, Brooks brings a wealth of knowledge and expertise to his new role. His previous position as the Director of Government and Industry Relations at the Federal Home Loan Bank of Dallas allowed him to build strong relationships with key industry stakeholders. He was also the Chief of Staff at the National Credit Union Administration (NCUA), where he gained valuable experience during a pivotal time in the organization, including working with the transition team under President Donald J. Trump. Prior to his tenure at NCUA, Brooks held the position of Vice President at the Securities Industry and Financial Markets Association, a prominent trade association representing Wall Street and the capital markets.

Lenwood Brooks emphasizes the importance of community financial institutions, stating, "Community financial institutions are essential to the strength of our economy and the vitality of local communities. I have spent much of my career working alongside these institutions and supporting their mission, and I am proud to join Performance Trust to continue that work."

In his new role at Performance Trust, Brooks will focus on leveraging the strengths of community financial institutions to promote resilience and sustainable growth. He expressed confidence in the firm's mission, saying, "I took this role because I believe wholeheartedly in what Performance Trust does. I have seen firsthand how their approach transforms how community financial institutions think about risk, strategy, and long-term growth."

Performance Trust has a rich history of supporting community depository institutions by simplifying complex capital and balance sheet decisions into clear risk and reward analysis. With Brooks on board, the firm is poised to deepen its efforts in providing valuable insights for clients facing an increasingly complicated financial landscape.

Steve Roth, Head of the Financial Institutions Group at Performance Trust, praised Brooks's capabilities, stating, "Lenwood embodies what we look for at Performance Trust — someone who leads with trust, brings real perspective, and is fully committed to our clients' long-term success. Our clients are navigating significant pressures, including liquidity constraints, regulatory changes, evolving capital needs, and margin compression. Lenwood's extensive background allows us to better guide them through our disciplined, objective process."

Performance Trust Capital Partners operates as an investment bank that merges the scale of Wall Street with the agility of an independent, employee-owned firm. The company's focus is on helping financial institutions uncover attend overlooked opportunities, navigate complexity, and make insightful decisions. Performance Trust emphasizes the importance of building lasting relationships based on trust and performance to achieve long-term success in the financial services sector.

With Brooks's arrival, Performance Trust is better equipped to guide clients through the challenges and opportunities that lie ahead, reaffirming its status as a leader in the financial institutions sector. Brooks's appointment reflects a broader trend within the industry of prioritizing expertise, client education, and advocacy to foster growth and resilience in community financial institutions.

For inquiries, please contact Pamela Shanahan at 312-521-1690 or via email at [email protected]