top of page

About Us

Born out of the Credit Union League System, cuVoyant is a strategic services and consulting firm dedicated to strengthening credit unions today while preparing them for what’s next. As the financial landscape grows more complex, credit unions need more than support—they need clarity, foresight, and trusted guidance grounded in the cooperative system.

 

cuVoyant delivers a comprehensive suite of services spanning compliance solutions, advisory and strategic consulting, executive search, and operational support. Our work includes audits, risk assessments, and policy reviews; team development, marketing strategy and brand development, and strategic planning; leadership recruitment; and other mission-critical operational needs—all designed specifically for credit unions.

 

We work with credit unions of all sizes, with a particular focus on helping mid-to-small credit unions remain strong, relevant, and sustainable. As true believers in the credit union mission, cuVoyant honors legacy while helping bring credit unions into a new age—so credit unions can continue to serve their communities and reach the next generation with confidence.

cuVoyant helps credit unions see clearly, act decisively, and achieve what matters.

Our Leadership Team

Board of Directors

29.png

John Holt, Chair

President and CEO

Nutmeg State Financial CU

11.png

Carl Casper

EVP/CRO

Connex CU

8.png

Joe Childress

SVP/CIO

Charter Oak FCU

4.png

Brian Kennedy

EVP, Chief Strategy & Revenue Officer

American Eagle Financial CU

12.png

Meg Martellotta

Chief Growth Officer

CorePlus FCU/Scient FCU

2.png

Andrew Klimkoski

President and CEO

Achieve Financial CU

14.png

Robyn Swanson

President and CEO

Ellafi FCU

27.png

Chris Marone

President and CEO

New Haven County CU

26.png

Jeffrey Tracey

Chief Operating Officer/SVP

Mutual Security CU

bottom of page