Experienced balance sheet management professionals
We’re here to offer our services as an extension of your staff.
Dave has 30 years of experience serving credit unions and the credit union industry. He has served as the CEO of CU Partner Link, as COO of the Ohio Credit Union League, and as chief financial officer for Corporate One FCU (1990-1997). Dave has also served on numerous boards and committees, including Education First CU, CUNA Strategic Services, CUNA Operations Council, and Primary Financial. Dave began his career auditing financial institutions with Crowe Chizek, has a Bachelor of Arts degree in business administration and accounting from Capital University, and has earned the CPA designation.
VP, Chief Investment Officer
Peter Gibson is Accolade’s CIO. He is responsible for the day-to-day management of the CUSO’s client investment portfolios. Gibson has 20 years of financial services experience including four years at Southeast Corporate Federal Credit Union as a Portfolio Manager. He came to Southeast Corporate from Constitution State Corporate Credit Union, 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.
JD Pisula, CFA
VP, Strategic Advisory
JD Pisula manages the investment advisory business at Accolade providing balance sheet strategy advice to credit unions across the country. Previously, JD was the Director of Investments at the Ohio Treasurer of State where he was responsible for the investment of almost $25 billion across multiple fixed income portfolios. Prior to arriving at the Treasurer's office, JD served in the administration of Ohio Governor John R. Kasich. Mr. Pisula graduated with a Bachelor of Arts in economics from Denison University, earned his MBA from the Fisher College of Business at The Ohio State University and is a member of the CFA Society of Columbus.
Senior Balance Sheet Advisor
Phil Lucas has a BA from The Ohio State University and an MBA from Capital University. Phil has almost 10 years of experience working with client relationships including fixed-income advisory, liquidity management, policy, and process improvement, including designation as a Six Sigma Green Belt. At Accolade, Phil manages client investment portfolios per the institution's parameters and balance sheet strategies as well as the review of interest rate risk reports. In his role, Phil regularly provides training and market commentary to credit union boards and executive teams, and supports the continued growth of the Accolade business.
Balance Sheet Advisor
Ethan Rhinehart is a Balance Sheet Advisor at Accolade, working with credit unions to manage their investment portfolios as well as providing support in managing interest rate risk and interpreting ALM reports. He previously worked as an analyst in charge of running the Accolade ALM model for many credit unions of varying sizes and membership bases. Prior to joining the team at Accolade, Ethan worked in personal finance, analyzing and optimizing retirement portfolios for affluent clients. Ethan graduated from the University at Buffalo with a Bachelor of Arts in international business.