First Tech Federal Credit Union (First Tech) announced the appointment of Stephen Poole to SVP of Addison Avenue Investment Services, where he will lead the investment program sales, compliance, and client engagement functions. Stephen will report directly to First Tech President and CEO Greg Mitchell.
Stephen joins Addison Avenue and First Tech with over 25 years of experience leading investment and wealth management teams. Previously, he served as SVP for Columbia Wealth Advisors — a USD 3 billion Assets Under Management (AUM) investment program affiliated with Raymond James and operated within Umpqua Bank, a USD 50 billion Northwest-based financial institution. During his tenure, he led the successful broker/dealer conversion from Cetera Financial Group to Raymond James.
His appointment succeeds the position of Kelly Corah, former President of Addison Avenue, following her retirement in June after 27 years of service.
“Stephen’s strong character, personal integrity, deep expertise and shared passion for people, culture and innovation will deliver great value for our clients, members and financial advisors for many years to come. We are incredibly grateful to Kelly Corah for her distinguished leadership, innovative spirit and servant’s heart. She made a profound and lasting difference at First Tech and Addison Avenue,” said Greg Mitchell, President and CEO of First Tech. “Change presents opportunity, and I believe the future has never been brighter for Addison and Insurance teams and clients.”
“I’m honored to join such an accomplished team of professionals,” said Stephen, “and I look forward to helping build on the strong foundation and legacy of excellence at Addison Avenue Investment Services and First Tech.”
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