Andrew Okolski

Andy joined the firm in 2018 to oversee the design and implementation of ALM, regulatory and wholesale market strategies for credit unions. He also works directly with clients across the country in a broad range of areas including education, portfolio management, interest rate risk management, strategic planning and regulatory guidance. Andy holds a Bachelor of Business Administration Degree from Long Island University – C.W. Post. He is a registered representative and general securities principal with the Financial Industry Regulatory Authority (FINRA).

Andy was one of the founders of The Baker Group LP’s regional office in Babylon, NY. He brings a wealth of knowledge including almost 20yrs of credit union experience along with a client friendly comprehensive approach to overall balance sheet management. 

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