Steven Philip Houle

Mr. Steven P.
Houle, CFA, is Vice President of Advisory Service at Cusource LLC (Texas).
He is responsible for managing the day-to-day operations of the Advisory Service and setting its long-term strategic direction.
He also works directly with credit unions to assist them with their strategic financial and investment management endeavors.
Mr. Houle joined the Catalyst Strategic Solutions team in 2006.
Previously, he worked at Concentra Financial, where he was responsible for managing the investment and derivative portfolios of client financial institutions, including credit unions, in Western Canada.
His other key roles included analyzing interest rate risk simulation results and key performance indicators of client credit unions and recommending appropriate strategies while considering the balance sheet positions and the economic environment.
Mr. Houle graduated from the University of Regina with a bachelor's degree in business administration.
He holds Chartered Financial Analyst and Financial Risk Manager designations.