Jeff has been with the firm since 1995. Jeff manages credit union investment portfolios with a combined value of $2.5 billion for the firm 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, and management of both BCM and B&A clients 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. In 2003 Bridget developed Brick & Associates’ Advanced ALM Training Program and she is the facilitator of that program. In 2008 she developed Brick & Associates’ institution-specific 2-Hour Board/ALCO Video Training Programs and has conducted many of these unique sessions for individual credit unions. The sessions include topics such as An Effective ALM/IRR Process; Understanding Concentration Risk; Unveiling the Mystery behind Non-Maturity Share Valuation & NEV analysis; Effective Liquidity Management Practices & Contingency Funding Planning; Cash Flow Uncertainty due to Embedded Options in Balance Sheets; and Understanding Historical Key Ratios, Peer Data & your IRR Profile. Bridget assists credit union clients in developing institution-specific strategies. She has conducted educational sessions for NCUA and state examiners, CUES, Leagues, and individual credit unions. She has written articles for League publications on various topics. Bridget helps develop and update the firm’s Model Policies, writes software manuals and is involved in research and development.
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. 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 strategies. 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 may be reached at email@example.com.
VP of Operations
Krista has been with Brick Capital Management, Inc. since its inception. She handles technical support and marketing for BCM and B&A. Krista organizes and promotes Brick & Associates’ Annual Strategic Conferences and software training sessions. She is in charge of web design and content management. Krista is involved in research and development and helps manage the many databases that are used to create all of the economic graphs for the conferences and the website. Krista also participates in writing software manuals for Brick & Associates’.
Krista received a Bachelor of Arts degree in Office Automation Systems from Ferris State University. Krista may be reached at firstname.lastname@example.org