Chris Shipman, CFA, CFP®


Chris’ role as a Catalyst Strategic Solutions advisor is assisting client credit unions in meeting their goals in the areas of financial management, ALM analysis, investment portfolio analysis and strategic planning.

Prior to joining the Catalyst Strategic Solutions team, Chris worked for 1st Global, a Dallas-based Registered Investment Advisor. He was responsible for managing the firm’s alternative investment platform, including hedge funds, private equity and structured products. Chris was also responsible for one of the firm’s $1 billion advisory platforms, leading the due diligence efforts on both fixed income and equity SMA managers. Prior to his tenure at 1st Global, Chris worked as a business banker for both JP Morgan Chase and Citigroup.

Chris graduated from the University of Texas, Permian Basin, with a mathematics degree and has an MBA from Liberty University. He is a Certified Financial Professional (CFP), a Chartered Financial Analyst (CFA) and holds a Texas Life and Health Insurance license, as well as FINRA 7, 63, 66 and 24 licenses.