President
Peter Gibson is Accolade's President. He is responsible for the day-to-day management of the CUSO's client credit union investment portfolios. Peter has more than ten years financial services experience including four years at Southeast Corporate as a Portfolio Manager. He came to Southeast from Constitution State Corporate Credit Union in Connecticut, where he was responsible for the management of their overnight and commercial paper portfolios. Prior to that, he worked for Aeltus Investment Management in fixed-income performance analysis. He holds a B.S. from Eastern Connecticut State University with a double major in economics and business administration. Peter is a Level II candidate in the Chartered Financial Analyst program.
Investment Associate and Chief Compliance Officer
Kathy Fisher is Accolade's Investment Associate. She is responsible for the day-to-day administration of Accolade Investment Advisory, LLC and its Chief Compliance Officer. Kathy has more than twenty-five years of financial services experience. She came to Accolade from SunTrust Investment Services in Tallahassee, Florida, where she held the position of investment associate. Prior to that, she worked for SunTrust Bank in the Wealth & Investment Management division as a Portfolio Specialist working with the Trust Investment Portfolio Manager. She holds two Bachelor of Arts degrees from Florida State University; one in History and another in Social Studies Education. She is a graduate of Florida Graduate Trust School and holds the Series 7, Series 66 and the Florida Life, Health & Variable Annuity licenses.