January 22nd, 2026013Dallas, Texas – ALM First recently welcomed industry-veteran and supervision expert Dale Klein to its team as Senior Director, CPST Policy & Regulation. Prior to joining the firm, Klein served as Acting Director & Senior Capital Markets Specialist, Capital Markets Division for the National Credit Union Administration...
January 15th, 202608Dallas, Texas – Early-bird registration ends January 30, 2026 for ALM First’s 2026 Financial Institute. This must-attend, three-day event was designed to equip financial professionals with the tools and strategies needed to confidently manage asset liability management (ALM) and balance sheet complexities in today’s fast-paced...
January 9th, 2026011Dallas, Texas – ALM First Executive Benefits, LLC, a subsidiary of ALM First that offers unbiased plan design, expert consulting, plan audits, and seamless administration and plan servicing, recently welcomed two new team members. Cameron Kasteler will serve as Director, Executive Benefits and Rebecca Myers-Haeussler will serve as...
December 20th, 2025020Dallas, Texas – ALM First recently promoted Ryan Sherwin to Principal and named current Chief Investment Officer, Jason Haley, President of ALM First Financial Advisors, LLC, the firm’s SEC-registered investment adviser (RIA) subsidiary.
Sherwin joined the firm in 2014 and has over fifteen years of industry experience. He is well...
November 12th, 2025117Dallas, Texas – Registration is now open for ALM First’s 2026 Financial Institute. This must-attend, three-day event was designed to equip financial professionals with the tools and strategies needed to confidently manage asset liability management (ALM) and balance sheet complexities in today’s fast-paced financial...
November 12th, 2025013Dallas, Texas – ALM First is proud to announce that it is a 2025 Top Workplaces Culture Excellence winner, as the firm closes out its year-long 30th anniversary celebration. The Top Workplaces program has a 17-year history of surveying and celebrating people-first organizations nationally and across 60 regional markets. Specifically,...
October 30th, 2025034Dallas, TX – ALM First has announced its schedule of industry-leading, in-person events for 2026. Those interested in attending are encouraged to mark their calendars, follow ALM First on LinkedIn and visit www.almfirst.com/events for more details, including registration information as it becomes available.
ALM First’s 2026...
September 25th, 2025027BANFF – The 2025 ALM First Financial Forum kicked off yesterday at the Fairmont Banff Springs nestled in the breathtaking Canadian Rockies. Highlights from the first day of this industry-leading, three-day conference included an inspiring keynote session on Five Practices that Make Leadership Work presented by Dr. Jamie Leddin and the...
July 31st, 2025019Dallas, Texas – ALM First Executive Benefits, a wholly-owned subsidiary of ALM First, is continuing to grow its team and recently welcomed Bernie Winne and Bryan Hanks as Directors, Executive Benefits.
Industry-veteran Winne previously served as CEO of Boston Firefighters Credit Union, where he partnered with ALM First for many years....
July 10th, 2025029Dallas, Texas – ALM First recently promoted Alec Hollis to Principal. Hollis joined the firm in 2012 and has gained more than a dozen years of direct experience in balance sheet strategy and risk management. Throughout his tenure, he has embodied ALM First’s core value of “innovation” by seeking out new ways to put clients’...
