Theresa C. Hutchinson

 “Many receive advice, only the wise profit from it.” Harper Lee

Theresa C. Hutchinson, Vice President, Fixed Income and Shareholder

Ms. Hutchinson has over 31 years of financial services experience working with institutional and individual investors. As the firm’s head fixed income trader, she is responsible for all bond trading and overseeing trade facilitation.

Theresa provides portfolio guidance, utilizing approved investment vehicles, to federal and state chartered credit unions. She is responsible for preparing portfolio pricing and helping to develop investment strategies for these portfolios.

As head of the credit union portfolio development team, she reviews and updates credit unions’ investment policies to insure compliance with Part 703 of the NCUA Rules and Regulations. In addition, she provides portfolio pricing and quarterly shock testing for 703 compliance.

Theresa is very active with local networking and community organizations. She is a member of Women’s Business Network – Cranberry Chapter and is an avid fundraiser for the North Borough’s Rotary Club.

Theresa lives in Seven Fields with her husband, David.


  • Robert Morris University
  • Duff’s Business Institute


  • FINRA Series 7, 63, 65 Licenses

Ms. Hutchinson’s email is

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