Steve has worked with credit union investment portfolios since 1986. He is a seasoned professional well versed in all National Credit Union Administration rules and regulations pertaining to investment securities (703.5), Prompt Corrective Action (PCA), and Financial Accounting Standards Board (FASB) 115 issues.
Steve created the Safety, Liquidity, Yield, Diversification, Cash Flow, and Regulatory Consideration (SLYD-CR) methodology, a cash management method designed exclusively for credit unions.
An active educator, Steve delivers Credit Union Board Investment Training Sessions throughout the country.
Steve Joined Amherst Securities Group (Amherst) as a partner in 1994. In October 2014, Amherst merged with Pierpont Securities, creating Amherst Pierpont Securities, where Steve is a Senior Managing Director and Head of the Credit Union Group. He holds a BS from the University of Montana, Missoula.