Casey Peterson
Senior Advisor
Casey works with client credit unions to meet their goals in the areas of comprehensive financial management, ALM analysis, investment portfolio analysis and strategic planning.
Prior to joining Catalyst Strategic Solutions in 2000, Casey spent 10 years managing asset/liability initiatives and investment portfolios for community banks and a commercial bank holding company.
Casey graduated from Angelo State University with a bachelor's degree in business administration, majoring in finance.
"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.