ATLANTA—CU Capital Market Solutions has named Joe Parvin will serve as Vice President, Business Development/Fixed Income Specialist and is a licensed registered representative through Calton & Associates. He will manage fixed income portfolios on a non-discretionary basis and brings nearly 10 years of experience to CMS.
Parvin has devoted the last five years of his career working with credit unions at CNBS, LLC and Catalyst Corporate FCU, specializing in ALM modeling, TPG bond accounting, investment sales and portfolio management. He will leverage that experience to develop strategies that work in tandem with credit union client balance sheet goals to enhance investment yields.
"We are excited to have Joe on board. His knowledge of the balance sheet, asset/liability management, fixed income, funding and capital markets, combined with the understanding of how all the pieces work together, support the CMS strategic objective. Adding him to our experienced team will provide even more outstanding value and service to our clients," said CEO Lewis Lester.
Parvin holds a FINRA series 7 and 66 and earned an MBA from the Leon E. Bloch School of Business at the University of Missouri-Kansas City. He and his wife have two children.