As the Assistant Vice President of ALM Consulting for our Albany, NY office, Matt is responsible for working with credit union clients to analyze their balance sheets and identify areas of asset-liability management (ALM) risk and opportunity. Matt delivers comprehensive risk analysis, reporting, scenario testing, strategic planning and education to clients to assist with their interest rate risk management and ALM process. These services help credit unions improve their ALM risk management practices and comply with rigorous regulatory requirements.
Matt has more than 15 years of experience in the financial industry. Prior to joining Balance Sheet Solutions, he was a Financial Analyst with MemberTrade Advisory Services, LLC. Prior to that, Matt was a Financial Analyst for Key Equipment Finance and a Regional Financial Analyst for BB&T.
Matt earned his bachelor's degree in Business Management from Binghamton University (SUNY) and his MBA from West Virginia University. In addition, Matt holds his Series 65 through Balance Sheet Solutions.
© Balance Sheet Solutions, LLC. All securities are offered through CU Investment Solutions (ISI), LLC, member FINRA/SIPC. View Disclosure