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

John Holt, Chair
President and CEO
Nutmeg State Financial CU

Carl Casper
EVP/CRO
Connex CU

Joe Childress
SVP/CIO
Charter Oak FCU

Brian Kennedy
EVP, Chief Strategy & Revenue Officer
American Eagle Financial CU

Meg Martellotta
Chief Growth Officer
CorePlus FCU/Scient FCU

Andrew Klimkoski
President and CEO
Achieve Financial CU

Robyn Swanson
President and CEO
Ellafi FCU

Chris Marone
President and CEO
New Haven County CU

Jeffrey Tracey
Chief Operating Officer/SVP
Mutual Security CU




