Sam Taft

Sam Taft is the associate vice president of analytics and business development at Callahan & Associates. He brings more than 8 years of financial industry experience to Callahan where he helps lead the company’s analytical efforts while also assisting with consulting engagements, topic-specific speeches, strategic planning, and industry trend analysis and webinars. His keen focus on credit union financials and mortgage data makes him a go-to resource for trend and forecast analysis on and in Callahan publications. In addition, he manages the business development efforts for the Trust For Credit Unions, which supports credit union investments through professionally managed mutual funds, through a subsidiary, Callahan Financial Services. He holds FINRA license series 63 and 79.

Before joining Callahan, Sam worked as an investment banking analyst for Quarton Partners, where he worked across a variety of industries including automotive, consumer, distribution, and packaging. Prior to Quarton Partners, Sam was an analyst at W.Y. Campbell & Company, a Detroit-based middle-market investment bank. Sam graduated with a bachelor’s degree in financial economics from Emory University. Send him an email below or find him on Twitter @staftCU.


By Sam Taft | June 30, 2020

Following one of the most productive lending years in the history of the credit union movement, the first quarter of 2020 offered new challenges. But strong mortgage originations negated a pullback in consumer lending to push overall loan balances higher.

By Sam Taft | June 30, 2020

The longest economic expansionary period in U.S. history has come to an end. What else should credit unions know at first quarter?

By Sam Taft | June 8, 2020

Cooperatives keep their sights on short-term investments as cash balances grow and participation in derivative programs declines.


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By Sam Taft | June 2, 2020

Credit unions report the largest quarterly increase in investment balances on record as cash balances surge amid economic uncertainty and rate cuts push down investment yield.

By Sam Taft | Aug. 26, 2019

Incorporating peer analysis is an ideal way to enhance the impact of planning season.


Contact Sam Taft

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