Jon Jeffreys

As Vice President of Callahan Financial Services, a subsidiary of Callahan & Associates dedicated to expanding the investment alternatives available to credit unions, Jon runs CUFSLP (Credit Union Financial Services Limited Partnership). A CUSO-owned by 40 of the nation's largest and most innovative credit unions, CUFSLP conducts in-depth research on a broad range of business opportunities. These include optimizing return on investments from web channels, alternative investments, credit-union-owned student lending and optimal title insurance solutions.

Jon's expertise focuses on credit union financial performance, including investments, asset liability management (ALM), and risk management.
Jon holds a BA in Political Science from Denison University, Granville, Ohio and an MBA from the Kogod School of Management at American University, Washington, DC.

Areas of Expertise:
Investment Management Strategy, Asset Liability Management (ALM), Maximizing Investment Portfolios, Balance Sheet Risk Assessment, Hedging Strategies, Economic Trends, Cutting-edge Technology, Online Financial Resources, and the Challenges of Converting to a Community Charter.