Steven Houle, CFA
Steven Houle

Catalyst Corporate FCU
Plano, Texas

Steven, Director Advisory Services, offers a wealth of experience in helping credit unions with strategic financial and investment endeavors and specializes in:

  • Balance sheet management
  • Financial analysis
  • Strategic investing
  • Economic trends

Steven joined Catalyst Strategic Solutions’ advisory department in 2006 as an advisor. In his current role of Director, Steven manages the day-to-day operations of the department and its long-term strategic direction to best serve its credit union clients. Steven continues to work with credit unions as it relates to their balance sheet and investment portfolio activities. Previously, Steven worked at Concentra Financial, where he was responsible for managing the investment and derivative portfolios of credit unions and other financial institutions in Western Canada. His other key roles included analyzing 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 in 1999 with a bachelor’s degree in business administration. In January 2006, Steven was awarded the Chartered Financial Analyst (CFA) designation.

 
 
TCU Neeley School of Business
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CUNA Mutual GroupCredit Union Resources, Inc.Catalyst Corporate FCU

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