2024 Strategic Summit
FORMERLY THE ECONOMIC & PAYMENTS FORUM
SAVE THE DATE!
October 7-9, 2024
La Cantera Resort & Spa
San Antonio, Texas
Steven Houle, CFA, FRM
VP/CCO – Advisory
Steven is responsible for managing the day-to-day operations of the Advisory Service and setting its long-term strategic direction. He also works directly with credit unions to assist them with their strategic financial and investment management endeavors.
Steven joined the Catalyst Strategic Solutions team in 2006. Previously, he worked at Concentra Financial, where he was responsible for managing the investment and derivative portfolios of client financial institutions, including credit unions, in Western Canada. His other key roles included analyzing interest rate risk simulation results and key performance indicators of client credit unions and recommending appropriate strategies while considering the balance sheet positions and the economic environment.
Steven graduated from the University of Regina with a bachelor's degree in business administration. He holds Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations.