Chief Financial Officer
Tel: (913) 912-5239
Brad Thomas joined CU Investment Solutions (ISI) in March 2013 and is the Chief Financial Officer. In this role, he has responsibility for financial operations and is also responsible for corporate debt and municipal securities trading.
Prior to joining CU Investment Solutions, Brad was Vice President, Director of Capital Markets Credit at the Federal Home Loan Bank of Topeka, where he was responsible for investment counterparty credit risk, private-label MBS cashflow analytics and risk assessment of the bank’s $6 billion whole loan residential mortgage portfolio. He also was a member of the bank’s credit underwriting committee and operations risk committee.
Brad also spent 16 years at U.S. Central Federal Credit Union, most recently as its Chief Risk Officer, where he developed extensive experience in various aspects of risk management, with particular expertise in credit risk management, including structured securities, corporate debt, derivatives, money markets and institutional lending. He was a member of the Asset-Liability Committee and was on the Board of Managers for Charlie Mac LLC, a consumer loan financing subsidiary.
Brad received a bachelor's degree in finance at Kansas State University. He is a CFA, a member of the CFA institute and also maintains his FINRA Series 7 securities licenses through CU Investment Solutions.
About CU Investment Solutions LLC
CU Investment Solutions LLC is a registered and licensed broker-dealer regulated by the Securities and Exchange Commission (SEC), a member of FINRA and SIPC insured. CU Investment Solutions offers a full range of marketable securities.
Due Diligence
Brad Thomas, CRD 6180244
CU Investment Solutions LLC, CRD 43753