Founded in 1982, MEMBER Capital Advisors is a wholly-owned registered investment advisor subsidiary of CUNA Mutual Group, a leading provider of financial services to credit unions and their members. Serving 95% of U.S. credit unions for more than 80 years, CUNA Mutual Group helps credit unions and hardworking people build financial security through commercial and personal insurance products; lending and payment security solutions; and risk management, retirement, investment and marketing services.

MEMBERS Capital Advisors has more than $16.4 billion in assets under management (AUM)*. Our team employs a disciplined investment management process and uses state-of-the-art quantitative systems to support CUNA Mutual Group’s financial strength and protect capital investments for the future.

With more than $16.4 billion in assets under management (AUM), MEMBERS Capital Advisors investment methodology is based on thorough in-house research. Our highly experienced investment team manages high-quality, fixed income-centric portfolios to support and protect CUNA Mutual Group’s financial strength and stability in the marketplace, as well as to provide financial flexibility to support the long term company strategies.

These investment portfolios are well diversified including investment grade corporate bonds and other fixed income investments. Asset allocations reflect our mix of liabilities in CUNA Mutual Group’s lines of business, and shift over time based upon the economy and financial markets and includes appropriate levels of investment quality, liquidity, and asset class diversification.

We manage a combination of corporate bonds, municipal bonds, structured securities, U.S. Treasury/Agency/Foreign Government, stocks, limited partnerships and commercial mortgage loans.


Experience Builds Success

Our seasoned investment team includes expert professionals experienced in multiple sectors who maintain long-standing relationships that provide access to multiple markets.

Leadership Team

Dave Brown, President, MEMBERS<sup>™</sup> Capital Advisors; EVP & Chief Investment officer, CUNA Mutual Group

Dave Brown
President, MEMBERS Capital Advisors; EVP & Chief Investment officer, CUNA Mutual Group

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Heather Holler, Business Services Manager

Heather Holler
Business Services Manager

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Al Cantrell, Managing Director, Alternatives

Al Cantrell
Managing Director, Alternatives

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Amy Cameron, Managing Director, Public Fixed Income

Amy Cameron
Managing Director, Public Fixed Income

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Anne Finucane, Managing Director, Private Placements

Anne Finucane
Managing Director, Private Placements

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Tom Jensen, Managing Director

Tom Jensen
Managing Director

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Kurt Lin, Managing Director, Government, Agency and Structured Securities

Kurt Lin
Managing Director, Government, Agency and Structured Securities

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Stu Rossmiller, Managing Director, Credit Research

Stu Rossmiller
Managing Director, Credit Research

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Tom Webber, Managing Director, Public Fixed Income

Tom Webber
Managing Director, Public Fixed Income

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Ben Wydick, Director, Investment Risk

Ben Wydick
Director, Investment Risk

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