Miller to head up relationship management team at Performa

Warren Miller (pictured) is starting a new position as head of relationship management at Performa, based in Charleston, South Carolina.

He started at the firm as a senior associate - client service and portfolio management in September 2014, when he was based in Burlington, Vermont.

He was then a client relationship manager from November 2016 to December 2023, having moved to Charleston, before becoming senior relationship manager at the company in December 2023.

Prior to joining Performa he worked for BuySideFX for three years, again in Burlington, Vermont. He started as an intern in October 2011, became an operations analyst in May 2012 and a client service associate in February 2014.

Performa provides investment solutions for captives.

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