Jeff has been with the firm since 1995. Jeff manages credit union investment portfolios with a combined value of $4.3 billion for Brick Capital Management, Inc. (BCM). He specializes in developing credit union investment strategies in an ALM context and provides non-discretionary investment recommendations to BCM’s clients. Jeff closely follows the financial markets, the Fed, and all market-moving information on a daily basis. Jeff writes the Target Rate Structures sent to B&A and BCM clients following most Federal Open Market Committee (FOMC) meetings. In addition, Jeff assists ALCOs, Boards of Directors, and management teams of BCM and B&A credit union clients as they deal with all aspects of the balance sheet. Jeff received a Bachelor of Science Degree with a major in Financial Management from Rensselaer Polytechnic Institute (RPI). Jeff holds the Chartered Financial Analyst (CFA) designation. Jeff can be reached at email@example.com.
Bridget has been with Brick Capital Management, Inc. since its inception and Brick & Associates, Inc. since 1989. Bridget assists CUs in developing strategies that bring positive results. She developed Brick & Associates’ Advanced ALM Training Program which hundreds of CU representatives have been through. She has conducted educational sessions for NCUA examiners, state examiners, CUES, CU Leagues, and many individual credit unions. She keeps clients up to date on what they need to know about ALM and the rate environment. Bridget has written articles for League publications on various topics. Bridget helps develop and update the firm’s Model Policies and training materials. She oversees R&D. She developed Brick & Associates’ Institution-Specific Board/ALCO Training Program and has conducted hundreds of these sessions for individual CUs. The sessions include topics such as An Effective ALM/IRR Process; Understanding Concentration Risk; Unveiling the Mystery behind Non-Maturity Share Valuation & NEV analysis; What CUs need to know about the NEV Supervisory Test, Effective Liquidity Management Practices & Contingency Funding Planning; Cash Flow Uncertainty due to Embedded Options in Balance Sheets; and Understanding Historical Key Ratios, Peer Data; and Understanding your CU’s interest rate risk profile and opportunities. Bridget received a Bachelor of Arts degree with a major in Financial Administration from Michigan State University. Bridget can be reached at firstname.lastname@example.org.
Kerry has been with Brick Capital Management, Inc. since its inception and Brick & Associates, Inc. since 1987. Over a nine year period, Kerry trained NCUA and state regulators on the ALM concepts and the ALM process. She instructs Brick & Associates’ Basic ALM and Budgeting/Strategic Planning Training Classes. Kerry also assists ALCO members in interpreting and utilizing the CU/ALM-ware and CU/BUDGET-ware Reports to develop income enhancing and interest rate risk reducing strategies. Kerry also assists clients with ALM backtesting exercises and CECL issues and questions. She conducts conference calls on institution-specific ALM and Budget-related issues. Kerry is involved in research and development. Kerry received a Bachelor of Arts degree with a major in Financial Administration from Michigan State University. Kerry can be reached at email@example.com.
VP of Operations
Krista has been with Brick Capital Management, Inc. since its inception and Brick & Associates, Inc. since 1993. She works closely with clients to assist them with understanding the CU/ALM-ware and CU/BUDGET-ware Systems and manages technical support for clients. Krista manages marketing and business operations for the firm. She is also responsible for the content management of our website. Krista is involved in research and development and manages the many databases used to update our dozens of economic graphs. When a credit union initially comes on board with us, Krista oversees the ALM set-up process. Krista received a Bachelor of Arts degree in Office Automation Systems from Ferris State University. Krista can be reached at firstname.lastname@example.org.