Meet Our Team
 



Thomas Moore, CFA
Executive Vice President, ALM, Members United Corporate FCU
President, Balance Sheet Solutions, LLC
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Broker/Dealer Staff Investment Advisory Staff
John Almeida
Director, Financial Product Sales – New England
Balance Sheet Solutions, LLC
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Kevin Chiappetta, CFA
Sr. Portfolio Manager
Balance Sheet Solutions, LLC
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Matthew Johnson
Account Executive
Balance Sheet Solutions, LLC
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Matthew Behar
Sr. Analyst, Investment Advisory
Balance Sheet Solutions, LLC
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Rebecca Kramer
Account Executive
Balance Sheet Solutions, LLC
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Darren Fago, CFA
Sr. Portfolio Manager
Balance Sheet Solutions, LLC
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John Macdonald
Account Executive
Balance Sheet Solutions, LLC
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Jim Mathews
Sr. Analyst
Balance Sheet Solutions, LLC
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Daniel McIntyre
Sr. Director, Financial Product Sales
Balance Sheet Solutions, LLC
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Kristina Muller, CFA
Sr. Portfolio Manager
Balance Sheet Solutions, LLC
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Patty Moen
Account Executive
Balance Sheet Solutions, LLC
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Stephen Smith, CFA
Financial Analyst, Investment Advisory
Balance Sheet Solutions, LLC
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Gregory Perry
Account Executive
Balance Sheet Solutions, LLC
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James Toliver, CFA
Executive Director, Advisory Services
Balance Sheet Solutions, LLC
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Amy Piche
Associate, Investments
Balance Sheet Solutions, LLC
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Urum Urumoglu
Senior Director, Mortgage Services
Balance Sheet Solutions, LLC
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Lonnie Schaffer
Sr. Director, Financial Product Sales
Balance Sheet Solutions, LLC
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Michael Thomas
Executive Director, Financial Product Sales
Balance Sheet Solutions, LLC
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Mary Westberg, CCUE
Sr. Director, Financial Product Sales
Balance Sheet Solutions, LLC
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4450 Weaver Parkway
Warrenville, IL 60555
(800) 782-2431