Press
CUNA Brokerage Services, Inc. leader Jim Metz announces retirement
MADISON, WI (July 3, 2014) — Jim Metz, senior vice president, Retail Investment Services, is retiring, after leading CUNA Mutual Group’s broker-dealer, CUNA Brokerage Services, Inc., since 2006.
“Since Jim joined CUNA Mutual Group in 2006, he has provided strong leadership to CUNA Brokerage Services, Inc., as president and CEO of our broker-dealer business,” said Mike Defnet, senior vice president, Sales & Marketing. “Today, CBSI is strong, growing, and has a very bright future.”
Metz has not set a retirement date. He will continue to lead the organization until a replacement is named.
Metz has more than 26 years in the insurance and investment business. Prior to joining CUNA Mutual Group, he was chief financial officer of Citigroup Insurance Investments in Hartford, Conn. In that role, Metz was responsible for the finance and operations of a 300-employee organization that managed $55 billion in global assets.
Under Metz’s leadership, CBSI has invested more than $18.5 million in the past four years for state-of-the art technology, staffing, training and other resources to help credit unions address members’ financial security needs pre-retirement and in retirement.
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About CUNA Brokerage Services, Inc.
CUNA Brokerage Services, Inc. (CBSI) provides broker-dealer services to credit unions throughout the nation, offering a full range of investment and insurance products to help credit unions help their members reach a more secure financial position.
CUNA Brokerage Services Inc., a leading broker-dealer for credit unions, serves more than 250 credit union programs with 400 advisors and more than $2.5 billion in mutual fund, annuity and managed account sales. The business has $15.6 billion in assets under administration.
About CUNA Mutual Group
CUNA Mutual Group was founded in 1935 by credit union pioneers, and our commitment to their vision continues today. We offer insurance and protection for credit unions, employees and members; lending solutions and marketing programs; TruStage® consumer insurance products; and investment and retirement services to help our customers succeed. More information is available on the company’s website at www.cunamutual.com