Alloya announces changes in capital markets and investment services
NAPERVILLE, IL (July 3, 2024) — Alloya Corporate FCU announced today that Tom Slefinger, Senior Vice President of Institutional Fixed Income Sales, will step down from his leadership role at Alloya Investment Services as he transitions into a new role as the corporate’s Market Strategist.
“With his passion for writing credit union-focused commentary on the economy and market events, Tom has been and will continue to be such an asset to the Alloya team and the credit unions we serve,” remarked Andrew Kohl, CFA, President of Alloya Solutions, LLC and Chief Investment Officer of Alloya. “Tom has gained quite the following over the years through his speaking engagements, Daily Market Commentary and Weekly Relative Value newsletter. We’re thrilled Tom will continue to serve members in this capacity for the foreseeable future.”
Slefinger joined the corporate in 2008, serving multiple roles and eventually overseeing the broker-dealer services of the corporate’s wholly owned credit union service organization (CUSO), Balance Sheet Solutions. In 2019, the corporate’s broker-dealer services rebranded to Alloya Investment Services, a division of Alloya Solutions, LLC. Over the course of his 16-year career with Alloya and its CUSO, Slefinger managed operations associated with institutional fixed income sales and optimized portfolio performance at the credit union level. Prior to joining Alloya, Slefinger was a Senior Vice President and Principal of Van Kampen Investments, a wholly owned subsidiary of Morgan Stanley.
Bill Paton, Vice President and Manager of Alloya’s Loan Participation and Subordinated Debt Programs, has been named Capital Markets Sales Director, taking over the management responsibilities of Alloya Investment Services, adding to his current management responsibilities.
“Bill has done an excellent job managing our Loan Participation and Subordinated Debt sales teams and we know he will continue to excel in this role with the Alloya Investment Services sales team,” Kohl continued.
With 17 years of service at Alloya, Paton has sought ongoing opportunities to expand upon the corporate’s offerings to credit unions through the launch of a Loan Participation Program and Platform, Subordinated Debt Program, Sale-Leaseback Program and now an overarching Capital Markets Program. Paton also contributes to the corporate’s monthly publication, Capital Markets Monthly, and participates regularly in speaking engagements at credit union events across the country.
“Please join us in congratulating both Tom and Bill on their new roles,” Kohl concluded. “The future of Alloya’s capital markets and investment services continues to look bright.”
About Alloya Corporate Federal Credit Union
Alloya Corporate FCU supports the success of 1,400 credit unions and credit union entities from across the country through cooperative payment, liquidity, investment and member solutions that simplify both back-office and member-facing operations. Our team is comprised of 200 credit union professionals who view themselves as an extension of each member credit union they serve. We believe firmly in member service as a strategic differentiator; it’s not just what we do, but how we do it. Going above and beyond is our standard. Paired with our innovative technology, cooperative
strength, strategic partnerships and wholly owned credit union service organizations, we’re always advancing to make our members’ lives easier. Alongside industry leagues, associations and foundations, Alloya is committed to furthering the credit union movement in local communities from coast to coast. Visit www.alloyacorp.org to learn more
About Alloya Investment Services
A division of Alloya Corporate FCU’s wholly owned credit union service organization (CUSO), Alloya Investment Services provides broker-dealer services that enable credit unions to navigate the capital markets and choose from an array of investment vehicles, including loan participations, brokered certificates, marketable securities and more. Using advanced analytics, screening tools and technology, our team of credit union investment professionals is equipped and committed to supporting the unique balance sheet needs of every credit union. To learn more, visit www.alloyacorp.org/invest. All securities are offered through CU Investment Solutions (ISI), LLC, member FINRA/SIPC.
