Ryan McCarroll, CFA

Photo of Ryan McCarroll

Senior Portfolio Manager

Ryan manages numerous credit union investment portfolios, representing a range of asset sizes. In addition, he works closely with credit union CEOs and CFOs to develop balance sheet strategies. Ryan has extensive capital markets, asset liability management and risk management knowledge through his experience in the corporate credit union industry.

Professional Experience

Prior to joining Balance Sheet Solutions, Ryan was the Portfolio Manager for SunCorp where he managed their investment portfolio. Previously, he was a Senior Risk Analyst, managing the interest rate and credit risk position of SunCorp’s portfolio.

Education, Credentials

Ryan graduated Summa Cum Laude with a Bachelor of Science in Business Administration degree in Finance at Northern Arizona University. In addition, he holds a Chartered Financial Analyst (CFA) designation and is a member of the CFA Society Colorado.