Accolade Advisory
Financial success and mission impact can work together. Accolade Advisory was founded in 2007 with the mission of strengthening credit unions by providing financial advice and tools. We offer reporting tools to provide insight, knowledgeable staff to facilitate asset and liability committee (ALCO) meetings, and dedicated investment advisers to provide portfolio management. As a fiduciary, we act in the best interest of our clients with the highest degree of care and loyalty, putting their interests first.
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Verified contacts
6
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
360
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- ER
Ethan Rhinehart
Accolade Investment Advisory, Llc · Other
EmailPhone - NR
Nora Ramey
Operations and Client Success Manager · Other
EmailPhone - PG
Peter Gibson
Chief Investment Officer · Finance & Accounting
EmailPhone - PL
Phil Lucas
Senior Balance Sheet Advisor · Other
EmailPhone - JP
Jd Pisula
Chief Executive Officer · General Business & Management
EmailPhone - MF
Mary Fisher
CCO & Invest Advisory Associate · Other
EmailPhone
Showing 6 of 6 verified contacts
Top roles at Accolade Advisory
6 distinct titles indexed · top 6 shown.
- 1accolade investment advisory, llc
- 1cco & invest advisory associate
- 1chief executive officer
- 1chief investment officer
- 1operations and client success manager
- 1senior balance sheet advisor
Sign up to unlock all 6 contacts at Accolade Advisory
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