July 31st, 202509Dallas, 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, 2025019Dallas, 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’...
April 4th, 2025011Dallas, Texas – ALM First, a strategic partner for more than 300 financial institutions nationwide, is continuing to expand its hedging team to meet growing industry needs. Rebecca Judge, a hedge accounting professional with more than 20 years of experience, recently joined the firm as Senior Manager, Hedging Operations.
“We’re...
February 6th, 2025017Dallas, Texas – ALM First, a strategic partner for more than 300 financial institutions nationwide offering commission-free, fee-based advice, is celebrating its 30th anniversary. The firm began its operations on February 2, 1995, and ALM First founder, Emily Hollis, continues to serve as its CEO.
“A lot has changed over the...
