Stephen Smith, CFA Financial Analyst, Investment Advisory Balance Sheet Solutions, LLC

"I am delighted to be a part of Balance Sheet Solutions, LLC, a premier Credit Union Service Organization (CUSO). Balance Sheet Solutions offers ALM modeling and Investment Advisory, as well as broker/dealer services to credit unions to help them succeed for the long term in this ever changing financial services industry. I am proud to be a part of a dedicated and talented professional team at Balance Sheet Solutions, and look forward to partnering with credit unions and assisting them with their continued financial success."

As a Financial Analyst, Investment Advisory, Stephen provides asset/liability management modeling and investment advice for credit unions. Understanding that financial markets are constantly changing, Stephen helps credit union financial managers develop customized solutions to help ensure their credit union’s continued success in serving its membership.

Prior to this position at Balance Sheet Solutions, Stephen was an AVP, Global Markets & Investment Banking at Merrill Lynch, and has over ten years experience in financial services. In addition, he holds the Chartered Financial Analyst (CFA) designation, and is a member of the New York Society of Securities Analysts (NYSSA) and the CFA Institute. He also holds his Series 7 and 63.