Accolade Advisory Employee Directory

Investment ManagementUnited States2-10 Employees

Financial success and mission impact can work together.

Accolade Advisory was founded in 2007 with the mission of strengthening credit unions by providing financial advice and tools. We offer reporting tools to provide insight, knowledgeable staff to facilitate asset and liability committee (ALCO) meetings, and dedicated investment advisers to provide portfolio management. 

As a fiduciary, we act in the best interest of our clients with the highest degree of care and loyalty, putting their interests first.

Find Accolade Advisory employees' phone numbers or email addresses

Accolade Advisory Global Highlights

North America
11

United States Of America
11

Asia
1

Singapore
1

Accolade Advisory's Leadership

D. F.
Chief Executive Officer
Mobile Phone
Email
J. G.
CEO
Mobile Phone
Email
P. G.
Chief Investment Officer
Mobile Phone
Email
J. D.
Financial Analyst Ii Fp And A
Mobile Phone
Email
N. R.
Revenue Operations Manager, Chief Compliance Officer
Mobile Phone
Email

Contact profiles from Accolade Advisory

Name

Title

Contact Info

Location

Last Update

P. G.
Chief Investment Officer
Mobile Phone
Email
United StatesFlorida
Sep 09, 2025
D. F.
Chief Executive Officer
Mobile Phone
Email
Apr 09, 2025
J. G.
CEO
Mobile Phone
Email
United StatesVirginia
Oct 22, 2024
J. D.
Financial Analyst Ii Fp And A
Mobile Phone
Email
UNITED STATES
Jul 13, 2023
N. R.
Revenue Operations Manager, Chief Compliance Officer
Mobile Phone
Email
United StatesIdaho
Oct 23, 2025

Frequently Asked Questions

What is Accolade Advisory known for?

Accolade Advisory was founded in 2007 operates in the Investment Management industry. The company's main headquarters is located in 8700 Orion Pl, Columbus, Ohio 43240, US; you can contact the main corporate office by phone at

+1-614-816-****

. Explore Accolade Advisory's company overview page for more information.

What is Accolade Advisory's most common email format?

Accolade Advisory employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Accolade Advisory email formats with LeadIQ.

How many employees does Accolade Advisory have currently?

Accolade Advisory has approximately 8 employees as of October 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are Accolade Advisory's key employees and leadership?

As of October 2025, Accolade Advisory's key employees include:

Chief Executive Officer: D. F.
CEO: J. G.
Chief Investment Officer: P. G.
Financial Analyst Ii Fp And A: J. D.
Revenue Operations Manager, Chief Compliance Officer: N. R.

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