#TestimonialTuesday Thank you for your kind words! We're thrilled to hear that our commitment to timeliness and providing valuable resources like webinars and technology updates is making a difference for you. We're always here to support your financial institution! #Grateful
McQueen Financial Advisors
金融服务
Clawson，Michigan 1,970 位关注者
Provides full suite of services to financial institutions including ALM Reporting, Portfolio Management & CECL Services
关于我们
Provides Asset Liability Management (ALM/IRR) Reporting and actionable advice, including numerous ALM related reports. Investment Portfolio Management as an SEC registered Investment Advisor including Charitable Donation Accounts and Employee Benefit Prefunding Account management. Mortgage Servicing Rights Valuations and CECL Reporting. Merger valuation and advisory services including acquisition of add on entities.
- 网站
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https://m-f-a.com/
McQueen Financial Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Clawson，Michigan
- 类型
- 私人持股
- 创立
- 1999
- 领域
- Financial Institutions、Asset Liability Management、Investment Portfolio Management、Mortgage Servicing Rights Valuations、CECL Reporting、Merger Valuations和Alternative Investment Portfolio Management
地点
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主要
获取路线
1239 Anderson Rd
US，Michigan，Clawson，48017
McQueen Financial Advisors员工
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Alicia Bradley
Sr. Investment Advisor
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Craig Sicilia
Chief Investment Officer and Managing Director at McQueen Financial Advisors
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Patrick M. McQueen
Consultant to Financial Institutions
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Matt Brege
Finance & Investment Leader ?? Adjunct Professor ?? Investment Management, Strategy, Planning & Analysis
动态
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#CoffeeTipsWithCharley Join us for an insightful webinar as we explore the latest FOMC pivot and its impact on interest rates, inflation, and the economy. You won’t want to miss it! Register today: https://lnkd.in/g8-Vd-EW #InformationNuggets #TipsToHelpYourInstitution #ThoughtLeadership #McQueenFinancialAdvisors #Webinar
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#ConferenceSeason Join us at the MCUL Fall Leadership Development Conference! Jim Craven will be speaking about Trends & Insights in Credit Union Mergers. Catch his presentation tomorrow! Don't miss out on staying informed! #McQueenFinancialAdvisors
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#MarketTrendThursday Week-over-week treasury yields have decreased which comes as anticipation grows for FED cuts at the next FOMC meeting on 9/18/2024.
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#WednesdayWebinars Looking for budgeting tips? Join us today at 2PM for our ALM 301 webinar! Building on the ALM 101 and 201 sessions, this webinar dives deeper into understanding your risk position to set achievable goals—perfect for budgeting season! Don’t miss out—register here: https://lnkd.in/g8-Vd-EW #Webinars #McQueenFinancialAdvisors #RegisterNow
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#ConferenceSeason Join Craig Sicilia, Jill Crnojevic, and Micki (Gladish) Schueler from our team at the CBM Annual Convention & Expo 2024 tomorrow. We look forward to connecting you! #SeeYouThere #McQueenFinancialAdvisors
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A big thank you to Envisant for sharing this exciting opportunity! At McQueen Financial Advisors, we’re proud to offer our Charitable Donation Account (CDA), which allows you to make a significant impact while growing your income. It’s a wonderful way to support the causes you care about and benefit financially at the same time.
Make an impact and grow your income ?? with McQueen Financial Advisors' Charitable Donation Account (CDA)! It's the perfect way to support the causes you care about while earning extra. #AchieveYourVision ?? and reach out to our partners at McQueen today! ?? (248) 548-8400 ?? [email protected]
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#CoffeeTipsWithCraven The FOMC has 3 meetings left in 2024, with markets anticipating rate cuts at each one. What are your thoughts? #InformationNuggets #TipsToHelpYourInstitution #ThoughtLeadership #McQueenFinancialAdvisors
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#FridayFocusTips Discover unique features you won't find in any other ALM model, such as our ALM Simulation tool, Liquidity Stress Testing, and proactive advice. Reach out to us today! #McQueenFinancialAdvisors
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#MarketTrendThursday Week-over-week treasuries have remained relatively unchanged. Volatility has also continued to trend downwards as most of the market is patiently awaiting the next FOMC meeting to see if, and by how much, the FED will cut rates.
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