Steve joined Amherst in 1994 and 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, Cashflow, 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. He is a registered sponsor with the National Association of State Boards of Accountancy (NASBA) and a past chairman of the Financial Suppliers Advisory Committee, a division of Credit Union Executives Society (1993-1995).

Steve holds a BS from the University of Montana, Missoula.

Chris joined Amherst in 1994 and has been working with credit union. Chris is well versed in all NCUA rules and regulations pertaining to institutional investments.

Chris has been an investment consultant with many Fortune 500 companies. He delivers Credit Union Board Investment Training Sessions throughout the country.

Chris holds a BBA in Finance from Texas A&M University.

Terry joined Amherst in 1993 and brings years of experience working with institutional investment clients to the Amherst Credit Union Team. Terry is adept at creating, maintaining and reviewing client portfolios, using a variety of software systems.

Terry oversees the operations and settlement areas for our Credit Union clients.  She also coordinates the month-end accouting reports, along with other reports provided to our Credit Union clients.

Linda has worked in a variety of functions including trading and portfolio hedging since she began her career in the fixed income industry in 1987.

Currently she provides detailed analytics and fixed income sector and security recommendations for our Credit Union partners utilizing a various specialty analytical tools, including our propriety Amherst(R) Loan Information Analysis System (ALIAS).  Additionally, she creates client board and management presentations incorporating timely market, economic and security-specific topics.