How One Credit Union CEO Made the Bold Move from Acquirer to Mergee—And What It Means for the Industry
From Modest Beginnings to Billion-Dollar Growth Mark Rosa’s credit union career began in 1985 with a $3 million credit union. When he joined Jefferson Parish School Board Employees Credit Union in 2004, the organization was still a single-SEG credit union serving only the local school system. But that soon changed. With a board open to […]
Doug English Provides April 2025 Market and Portfolio Update
Doug English CFP® discusses the markets and what we did in our clients portfolios in March 2025.