Brokerage Team

With more than 250 years of combined expertise in the financial marketplace, the Catalyst Corporate brokerage team has the knowledge to help credit unions attain their goals. These highly-skilled investment professionals understand credit union balance sheets and regulations. As trusted partners, they are ready to help credit unions by creating individualized solutions.

800.405.7067 Toll Free | 214.703.7918 Fax | Contact the Investment Team

Select "See bio" below to learn more about a Team Member. Check the background of these investment professionals on FINRA's BrokerCheck website.

Team Leadership & Support

Frank Lugo

Mar 3, 2020, 13:14 PM
Name : Frank Lugo
Location :
City :
State :

Registered Representative for CU Investment Solutions LLC

Frank is responsible for providing member credit unions with investment portfolio strategies and investment products that best suit their portfolios.

Frank's career in the investment field has spanned more than 30 years, with more than a decade in the credit union industry. Areas of specialization include real estate, mortgage/trust deed financing, financial planning, equity markets, capital markets and fixed income markets.

Most recently, Frank served as a liaison between Western Corporate Federal Credit Union (WesCorp) and its member credit unions, providing education and assistance with liquidity, with ALM services and portfolio investment opportunities. In addition to his tenure at WesCorp, Frank has 20 years’ experience working at several Wall Street firms and large money center banks.

Frank graduated from Mt. San Antonio College and holds FINRA Series 7, 53, 63 and 66 securities licenses.

Senior Investment Officer
Frank Lugo

Investment Officers

Frank Lugo

Mar 3, 2020, 13:14 PM
Name : Frank Lugo
Location :
City :
State :

Registered Representative for CU Investment Solutions LLC

Frank is responsible for providing member credit unions with investment portfolio strategies and investment products that best suit their portfolios.

Frank's career in the investment field has spanned more than 30 years, with more than a decade in the credit union industry. Areas of specialization include real estate, mortgage/trust deed financing, financial planning, equity markets, capital markets and fixed income markets.

Most recently, Frank served as a liaison between Western Corporate Federal Credit Union (WesCorp) and its member credit unions, providing education and assistance with liquidity, with ALM services and portfolio investment opportunities. In addition to his tenure at WesCorp, Frank has 20 years’ experience working at several Wall Street firms and large money center banks.

Frank graduated from Mt. San Antonio College and holds FINRA Series 7, 53, 63 and 66 securities licenses.

Senior Investment Officer
Frank Lugo