Jeff Kowalsky

Jeff Kowalsky

Chief Investment Officer - Treasury @U.S. Bank

New York, NY, US
MOBILE NUMBERS
+13•••••••82

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WORK HISTORY

Jul 2025 — Present

Chief Investment Officer - Treasury @U.S. Bank

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New York, NY, US

Active management of $170 billion Investment Portfolio used to manage liquidity, interest rate risk, and capital risk of the balance sheet. • Optimization of asset allocation and security selection strategies as part of bank risk management while enhancing earnings.• Manage duration, convexity, curve, and spread risk of diversified Investment Portfolio consisting of MBS, U.S. Treasuries, CLOs, CMOs, CMBS, Agencies, Municipals, and Derivatives.• Responsible for management and optimization of short-term and long-term funding profile of bank.• Implemented securitization technologies to optimize risk on balance sheet.

EDUCATION

1997 — 2001

James Madison University

BBA, Finance

SKILLS

Risk ManagementDerivativesMbsCapital MarketsEquitiesPortfolio ManagementSecuritiesBloombergTradingFixed Income

ABOUT JEFF KOWALSKY

Chief Investment Officer - Treasury, U.S. Bank

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