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ALM First’s Kirksey, Perry named to FMS Advisory Councils

Kevin Kirksey and Robert Perry, both Principals at ALM First, have been named to two Financial Managers Society (FMS) Advisory Councils.

Kirksey, who oversees ALM First’s Strategic Solutions Group, will serve on the FMS Strategic Issues Council. Perry, who leads the firm’s ALM and Investment Strategy Groups, will serve on the FMS Finance Council.

“Serving on the Strategic Issues Council is an honor,” said Kirksey. “I believe my experience and knowledge in key areas like merger valuations, capital planning and stress testing, ALM and CPST model validations, and CECL analysis, will prove beneficial.”

“The FMS Finance Council monitors asset/liability management, funding, and investment needs of the membership and industry,” said Perry. “I’m looking forward to contributing to the important work FMS does and bringing new insights to the council based on my three decades of experience in banking and investments.”

To learn more about the ALM First and the solutions the firm provides, interested financial institutions should contact info@almfirst.com.

Kevin Kirksey.

Robert Perry.

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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