Steven Thompson, CFA

Steven Thompson joined First Bankers’ Banc Securities (FBBS) at the beginning of 2017 and built our ALM Desk serving community banks.  He brings over 15 years of experience in finance, having managed $850 million dollars of fixed income portfolios, forecasted and modeled over $40 billion of asset cash flows across four major currencies, and serves as the firm’s Financial Operations Principal at FBBS.  Steven is an ALM Strategist working with clients to better quantify, forecast, and manage their risk profiles. This includes model implementation, developing economic assumptions, and translating results into practical strategies for risk management, maintaining solvency, and maximizing risk-adjusted returns.

Steven is a Chartered Financial Analyst, chartered by the CFA Institute. He holds a bachelor’s degree in Actuarial Science, with fields of study including mathematics, probability, statistics, economics, theory of interest, math modeling, and computer coding, from the Maryville University in St. Louis, MO, and has passed Exam P (Probability and Statistics) and FM (Financial Mathematics) given by Society of Actuaries.

Prior to joining FBBS, Steven worked for a global insurer as a Portfolio Analyst, as well as a Senior Financial Consultant, specifically producing ALM forecasts and transitioning company modeling systems.