Michael Robert Finley
Analyst-Fixed Income at Alloya Solutions LLC
Profile
Mr. Michael R.
Finley is a Senior Portfolio Analyst at Alloya Solutions LLC.
He is responsible for conducting portfolio analysis and financial market research.
His efforts support efficient and productive value-added services for Balance Sheet Solutions’ national fixed income sales force.
In addition, he assists the Director of Institutional Fixed Income Sales with the design and distribution of client-based fixed income portfolio strategies, bond swap tactics and analytical reports.
Other responsibilities include responding to time-sensitive inquiries with economic statistics, market analytics and research results.
Prior to joining Balance Sheet Solutions, Mr. Finley was Vice President and Senior Portfolio Analyst for Stone & Youngberg, LLC.
He holds a B.A.
in Finance from Loyola University Chicago.
Michael Robert Finley active positions
| Companies | Position | Start |
|---|---|---|
Alloya Solutions LLC
 Alloya Solutions LLC Investment ManagersFinance Alloya Solutions LLC is a registered investment advisor headquartered in Naperville, Illinois. The firm was founded in 2002 and is a wholly-owned subsidiary of Alloya Corporate Federal Credit Union. Formerly known as Balance Sheet Solutions LLC, they renamed and rebranded as Alloya Solutions LLC in 2020. Alloya Solutions provides investment and liquidity solutions specifically for credit unions. | Analyst-Fixed Income | 01/03/2013 |
Former positions of Michael Robert Finley
| Companies | Position | End |
|---|---|---|
Stone & Youngberg LLC
 Stone & Youngberg LLC Investment Banks/BrokersFinance Founded in 1931, Stone & Youngberg LLC is a broker/dealer located in San Francisco with an additional office in Chicago. The firm is a subsidiary of Stone & Youngberg Holdings LLC. Stone & Youngberg structures and distributes fixed-income securities for their clients which include financial institutions, investment managers, pension funds, insurance companies, state and local governments and hedge funds in California and throughout the US. The firm's research group supports the firm's sales, trading, and public finance efforts by tracking the firm's underwritings in the primary and secondary markets, particularly the below investment-grade issues. | Corporate Officer/Principal | - |
Training of Michael Robert Finley
| Loyola University of Chicago | Undergraduate Degree |
Experiences
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Listed companies
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 2 |
|---|---|
Alloya Solutions LLC
Alloya Solutions LLC Investment ManagersFinance Alloya Solutions LLC is a registered investment advisor headquartered in Naperville, Illinois. The firm was founded in 2002 and is a wholly-owned subsidiary of Alloya Corporate Federal Credit Union. Formerly known as Balance Sheet Solutions LLC, they renamed and rebranded as Alloya Solutions LLC in 2020. Alloya Solutions provides investment and liquidity solutions specifically for credit unions. | Finance |
Stone & Youngberg LLC
Stone & Youngberg LLC Investment Banks/BrokersFinance Founded in 1931, Stone & Youngberg LLC is a broker/dealer located in San Francisco with an additional office in Chicago. The firm is a subsidiary of Stone & Youngberg Holdings LLC. Stone & Youngberg structures and distributes fixed-income securities for their clients which include financial institutions, investment managers, pension funds, insurance companies, state and local governments and hedge funds in California and throughout the US. The firm's research group supports the firm's sales, trading, and public finance efforts by tracking the firm's underwritings in the primary and secondary markets, particularly the below investment-grade issues. | Finance |
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