JD has been a vital part of Accolade and Corporate One since March 2019, when he joined us as Vice President of Strategic Advisory Solutions. In this role, he significantly contributed to Accolade clients in helping them formulate and execute effective balance sheet strategies. As CEO, JD sustains a clear vision for the organization and establishes the business strategy to support Accolade's mission of helping credit unions. 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.
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.
Phil Lucas has a BA from The Ohio State University and an MBA from Capital University. Phil has 15 years of experience working with clients including fixed-income investment advisory, ALM and liquidity management, credit union policy, and profitability analysis. At Accolade, Phil manages client investment portfolios, recommends balance sheet strategies, and oversees the review of interest rate risk reports. In his role, Phil also provides training and market commentary to credit union boards and executive teams, including the bimonthly production of Accolade’s Market Update for Credit Unions.
Ethan Rhinehart is the ALM Product Manager at Accolade, overseeing the ALM report production process, running model validations and custom analyses, and acting as the in-house specialist on interest rate risk management. In addition to this, Ethan works as part of the investment advisory team, counseling credit unions on decisions in their investment portfolios, facilitating trades, and providing holistic balance sheet advice. 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.
Tyler DeLeon 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.