Leading Through Change: Balance Sheet Strategy with Margaret Brandt
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In this Episode, Margaret Brandt, Vice President and Portfolio Manager at Wings Credit Union, shares the lessons learned from leading a transformational credit union merger, as well as managing investment portfolios at scale, navigating interest rate uncertainty, and building high-performing teams in today's evolving financial landscape.
Any conversation related to investments are directed toward institutional investors in the financial services industry. All commentary is for informational purposes only and not meant as investment advice. Some podcast guests may be clients of Stifel. Any testimonial by a guest is based on their own experiences and may not be other customer’s experiences. Testimonials do not guarantee future performance or success. No compensation is paid to guests of the Balance Sheet Banter podcast.The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com
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