Kristina Muller, CFA

Senior Portfolio Manager

Kristina manages numerous credit union investment portfolios, representing a range of asset sizes. In addition, she works closely with credit union CEOs and CFOs to develop balance sheet strategies and enhance board education. As a regular presenter at credit union events, Kristina is also the author of related articles (including those posted in the Learn section of this website).

Professional Experience

Prior to this, Kristina was an Investment Portfolio Manager with MemberTrade Advisory Services, LLC. Previously, she was a Trust Investment Officer at The Troy Savings Bank where she managed both fixed income and equity portfolios.

Education, Credentials

Kristina holds both a bachelor's degree and an M.A. from the State University of New York at Albany. In addition, she holds the Chartered Financial Analyst (CFA) designation.