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Institutional Investments
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4450 Weaver Parkway, Ste. 150 | Warrenville, IL 60555
Mary Westberg Executive Director
Phone: 7205404621 http://www.balancesheetsolutions.org/
Service Areas: Financial Literacy, Asset/Liability Management (ALM), Institutional Investments
3800 Maple Ave., Ste. 600 | Dallas, TX 75219
Mike Ensweiler Director of Business Development
http://www.almfirst.com
Service Areas: Board Education, Employee Training, Asset/Liability Management (ALM), Consulting, Institutional Investments
Larry Bolton Managing Director - Whole Loan Trading 901-261-5928
Phone: 9012615914 http://www.banescapital.com
Service Areas: Loan Participations, Asset/Liability Management (ALM), Institutional Investments
2527 Camino Ramon | San Ramon, CA 94583
Marsha Kawasaki Vice President, Credit Union Division 213-972-0511
http://www.bankofthewest.com
Service Areas: Check 21, Check Processing, ATM Processing, Remote Deposit Capture (RDC), Institutional Investments
4600 Park Road, Suite 200 | Charlotte, NC 28209
Liz Santos VP of Marketing and Business Development
Phone: 7043322265 | Fax: 7049980001 http://www.BFBbenefit.com
Service Areas: Executive Benefits & Compensation, Executive Recruitment, Asset/Liability Management (ALM), Institutional Insurance, Institutional Investments
1400 Abbott Road, Suite 105 | East Lansing, MI 48823
Jeff Brick President, CFA
Phone: 800-332-8188 | Fax: 517-332-0532 http://www.brickinc.com
Service Areas: Institutional Investments
4365 Crescent Road | Irondale, AL 35210
Lisa Coffey Chief Innovation Officer
Phone: 2053134300 | Fax: 2053133260 https://www.corpam.org
Service Areas: Check 21, Corporate Credit Union, Institutional Investments
16150 N. Arrowhead Fountain Center Drive, #289 | Peoria, AZ 85382
Mike Prior President/CEO 800-405-8850
Phone: 6023757384 | Fax: 6028438377 http://www.cufn.org
Service Areas: Member Estate Planning, Member Financial Planning, Member Retirement Planning, Retail Investments, Institutional Investments
First Security Center 521 President Clifton Ave., Ste 800 | Little Rock, AR 72201
Morgan McKinney Fixed Income Sales (501)907-2000
Phone: 8007662000 http://www.crewsfs.com/
Service Areas: Institutional Investments, Performance Benchmarking, Strategic Planning
36700 Woodward Ave., Suite 201 | Bloomfield Hills, MI 48304
David Barnes Chairman, president & CEO 248-258-6866
Phone: 248-258-6866 | Fax: 248-258-9295 http://www.heberinvestments.com
Service Areas: Board Education, Asset/Liability Management (ALM), Institutional Investments, Investment Accounting
600 17th Street, South Tower Suite 2610 | Denver, CO 80202
Timothy Thomas Director Credit Union Services
Phone: 3036237500 | Fax: 3036238120 http://www.isaakbond.com
1393 Veterans Memorial Highway | Hauppauge, NY 11788
Ray Amereno Director
Phone: 800-645-5424 | Fax: 631-979-0448
Bob Lindner Vice President - Dir. CU Business Development 608-216-9196
Phone: 6082740300 http://www.madisonadv.com/
Service Areas: Employee Benefits & Compensation, Institutional Investments
Madison’s Credit Union Investment Management Services provide clients with the opportunity for enhanced portfolio yields and earnings through risk management and portfolio optimization. We offer investment advisory services, and provide investment solutions for total benefits pre-funding and charitable donation accounts. As a fiduciary, we deliver objective, fee-based advisory services (commission-free) that fit within clients’ balance sheet risk profiles.
14025 Riveredge Drive, Suite 280 | Tampa, FL 33637
Sheldon Reynolds Vice President Trust and Investments 888-727-9191
Phone: 8136005245 | Fax: 8139087053 http://www.memberstrust.com
Service Areas: Member Estate Planning, Retail Investments, Institutional Investments
Phone: 2158845273 http://www.meyerchatfield.com/
Service Areas: Executive Benefits & Compensation, Institutional Insurance, Institutional Investments
1046 Bridge Crest Drive | Ada, MI 49301
Rachel Laug, Financial Advisor Morgan Stanley Smith Barney LLC. Member SIPC 616-771-6070
Phone: 6167716070 http://www.morganstanleyfa.com/rachel.laug/
Service Areas: Employee Benefits & Compensation, Executive Benefits & Compensation, Institutional Investments
24280 Woodward Ave | Pleasant Ridge, MI 48069
Darryl Maccagnone National Sales Manager
Fax: 2482911101 https://mbssecurities.com/Home/default.aspx
1101 Capital of TX Highway, South, Building K, Suite 250 | Austin, TX 78746
Michelle Flynn President
Phone: 5123010001 | Fax: 5123010006 http://www.objective-advisors.com
Service Areas: Asset/Liability Management (ALM), Consulting, Institutional Investments
6102 Abbott Rd | East Lansing, MI 48823
Mark B. Wickard Manging Director- Invesmtents 5173337760
Phone: 5173337762 | Fax: 5173337780 https://www.oppenheimer.com/thecreditunioninvestmentstrategygroup/index.aspx
Service Areas: Board Education, Loan Participations, Institutional Investments
Credit Union Investment Strategy Group of Oppenheimer & Co. Inc. is an Institutional Fixed Income Consulting Group helping Credit Unions (CU's) throughout the country address the unique needs of their investment portfolios. At Oppenheimer, we understand that, which is why we developed services that are tailored specifically for CU's. Our Investment strategies and educational programs are ideal for any CU that wants to try and get more out of their investment portfolio and take their investment knowledge to the next level. Contact us to see what we can do for your CU.
5131 Post Rd., Ste. 300, | Dublin, OH 43017
Chris Lewis VP Director of Trading
Phone: 6148259392 | Fax: 6148259281 http://www.epfc.com
25 Hanover Road | Florham Park, NJ 07932
Robert McCarthy Senior Vice President
Phone: 800-322-3240 | Fax: 973-966-0309 https://www.rbcwm-usa.com/index.htm
2300 E 54th Street North | Sioux Falls, SD 57104
Tom Caulfield Director of Sales 605-444-4845
Phone: 605-951-5169 | Fax: 605-271-1940 http://www.ReliaMax.com
Service Areas: Student Lending, Technology, Institutional Investments
230 West Monroe StreetSuite 2810 | Chicago, IL 60606
John Grosser Managing Director 800-442-9825
http://www.shay.com
18000 West Sarah Lane Suite 180 | Brookfield, WI 53045
Thomas Lewis Senior Vice President-Investments 517-381-1204
Phone: 2627926161 http://stifel.com
Service Areas: Loan Participations, Asset/Liability Management (ALM), Institutional Investments, Investment Accounting
One Financial Plaza 501 North Broadway | Saint Louis, MO 63102
Andrew Okolski Managing Director, Financial Strategies Group 800-645-5424
Phone: 8006455424 | Fax: 6319790448 http://www.1empire.com/
830 East Franklin St. | Dayton, OH 45459
Support Insurance Sales
Phone: 800-444-5465 | Fax: 937-434-9562 http://www.qualitycpi.com
Service Areas: Collections, Member Insurance, Institutional Investments
1601 28th Street, Suite 300 | Boulder, CO 80301
Norm Howard Execuitve Vice President
1601 N.W. Expressway, 20th Floor | Oklahoma City, OK 73118
Mark D. Baumann Associate Partner 8442130490
Phone: 8442130490 | Fax: 4054157392 http://gobaker.com
Service Areas: Board Education, Asset/Liability Management (ALM), Institutional Investments
The Baker Group is one of the nation’s largest independently owned securities firms specializing in investment portfolio and asset/liability management for credit unions. We have helped our clients maximize investment portfolio performance through total balance sheet management for 40 years. Our proven approach of total resource integration for credit unions utilizes software and products developed by Baker Software Solutions combined with the firm’s investment experience and advice.
Michael Graham President 915-598-8885
Service Areas: Member Financial Planning, Member Retirement Planning, Asset/Liability Management (ALM), Compliance, Institutional Investments
5858 Westheimer Ste 300 | Houston, TX 77057
Slavek Rotkiewicz President
http://www.tpgsoftware.com
1001 Connecticut Ave., NW | Washington, DC 20036
Jay Johnson President of Trust for Credit Unions
http://www.trustcu.com
Service Areas: Loan Participations, Institutional Investments
Trust for Credit Unions (TCU) mutual fund options were created by and for credit unions. TCU has offered credit unions professional investment management, diversification, and liquidity for over 30 years.
4875 Eisenhower Ave  Ste 220 | Alexandria, VA 22304
Doug Payne Chief Operating Officer
Phone: 8662873783 | Fax: 7038428726 www.unitrustfinancial.com