XCU Capital

  • Verbatim

    The Jan. 15 issue of The New York Times published an article by Gretchen Morgenson ("Arbitration, Litigation, Aggravation") about a complaint filed by a trust set by Helen Cohen involving an investment account Cohen opened before her death.

  • Widow's Failed Brokerage Account Causes Finger Pointing

    The $21 billion State Employees' Credit Union is in the middle of a legal quandary involving a widow who opened up a failed brokerage account with a defunct, credit union-formed broker-dealer and investment firm.

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