Amy Lin, CFA
ALM Consultant
Amy works with client credit unions, helping them understand and manage interest rate risks embedded in their balance sheets. Using Catalyst's proprietary ALM model, she produces quarterly reports to measure interest rate, liquidity and concentration risks, along with many key performance ratios.
Since first joining Catalyst Corporate in 2004, Amy has worked with Catalyst Corporate member credit unions in the asset/liability management capacity. She has extensive experience with ALM modeling and interest rate risk analysis.
Amy received her master’s degree in Applied Economics from Cornell University. She is a Chartered Financial Analyst (CFA) and a member of the CFA Dallas Society.
"Catalyst" is a brand name for the financial services business conducted by Catalyst Corporate Federal Credit Union ("Catalyst"), both directly and through its subsidiaries, including CUSOURCE, LLC, d/b/a Catalyst Strategic Solutions ("CSS"). Balance sheet management services and asset liability management services are offered through CSS, a SEC registered investment adviser. CSS is a separate entity from Catalyst and all investment decisions are made independently by CSS employees. Neither Catalyst nor CSS provide its clients with legal, tax or accounting advice.