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ALM First’s Alec Hollis promoted to Principal

Dallas, TX (July 10, 2025) |

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’ best interests first and solve financial institutions’ most pressing challenges.

“We’re thrilled to announce Alec’s promotion and look forward to his continued contributions,” says Robert Perry, Principal. “His experience empowering clients to maintain and enhance their margins, proactively manage interest rate risk, and effectively meet market demands has given him unique insights regarding how to best innovate for the future.”

Currently, Hollis oversees several of the firm’s key areas including Hedging, Mortgage Secondary Services, and Research & Development/Financial Tools—including the newly launched Liquidity OnDemand. Prior to his promotion, he served in various roles, including as a Managing Director for the ALM Strategy Group where his team was responsible for balance sheet strategy and analytics, with a specialization in interest rate risk hedging.

Hollis is a frequent speaker at credit union and bank industry events. He also regularly shares his expertise through educational articles published in various trade media. Hollis graduated from the University of Notre Dame in 2012 with a bachelor's degree in finance and received the Chartered Financial Analyst (CFA) designation in 2016.

ALM First

ALM First was founded in 1995 as a strategic partner for depositories, offering an array of financial advisory services. The firm’s expertise in asset liability management, investment management, balance sheet strategy, secondary market solutions, and specialty financial services, has allowed it to deliver deeper insights into financial institutions’ balance sheets, strengthening their performance and building efficiencies. With approximately $77 billion of investments under management (as of September 30, 2025), ALM First Financial Advisors is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 300 financial institutions across the country. In recent years, ALM First Group has expanded to include several wholly-owned subsidiaries including DDJ Myers, an ALM First Company and ALM First Executive Benefits, LLC. Driven by client needs, the firm now offers various services to help financial institutions optimize their greatest assets – their people. "ALM First" is a brand name for a financial services business conducted by ALM First Group, LLC ("ALM First") through its wholly owned subsidiaries: ALM First Financial Advisors, LLC ("ALM First Financial Advisors"); ALM First Advisors, LLC ("ALM First Advisors"); ALM First Analytics, LLC ("ALM First Analytics"); and ALM First Executive Benefits, LLC ("ALM First Executive Benefits"). Investment advisory services are offered through ALM First Financial Advisors, an SEC registered investment adviser. Executive benefits consulting services are provided through ALM First Executive Benefits. Access to ALM First Financial Advisors is only available to clients pursuant to an Investment Advisory Agreement and acceptance of ALM First Financial Advisors' Brochure.

Contact

Sharon Simpson,
(240) 620-4095
sgsimpsonconsulting@mac.com

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