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David Ritter joins ALM First to assist more credit unions with strategic growth strategies

ALM First is pleased to welcome David Ritter, CVA, MBA, to the firm as Managing Director, Strategic Solutions Group. Ritter, who was previously a Shareholder at Doeren Mayhew, will bring a wealth of experience and a hands-on approach to assisting credit unions, banks, mortgage companies and CUSOs achieve strategic growth and sustainability.

“We’re thrilled to welcome David to the team,” said Emily Hollis, CFA and CEO of ALM First. “His robust experience in merger and acquisition guidance, along with his unique five-phase process, will help our clients develop stronger long-term plans and deliver more value to their stakeholders.”

“ALM First is the premier analytics firm for community financial institutions,” said Ritter.  “Together, we’ll be able to deliver the gold standard for the industry and help more depositories effectively navigate strategic mergers and collaborations – from early planning to post-merger integration,” said Ritter.

Ritter’s areas of expertise include Mergers & Acquisitions, Strategic Planning, and Business Valuations. He is well-known throughout the financial services industry for his adaptability and focus on helping clients understand the true value of their institutions.

Ritter is a Certified Valuation Analyst and earned his Master of Business Administration degree from the Tepper School of Business at Carnegie Mellon University.

To learn more about the merger and strategic growth solution services ALM First provides, interested credit unions should contact info@almfirst.com.

David Ritter.

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 $70 billion of investments under management (as of September 30, 2024), 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. 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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