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ALM First’s Jason Haley promoted to Chief Investment Officer

ALM First Financial Advisors recently promoted Jason Haley to Chief Investment Officer. Haley joined the firm in 2008 and previously served as the Managing Director of ALM First’s Investment Management Group. He’s been responsible for leading the investment process and investment theme development for the firm, including management of ALM First’s model portfolio strategies and acting as investment advisor for the Trust for Credit Unions (TCU) Portfolios.

With Haley’s leadership, the TCU Portfolios recently exceeded $1 billion in assets under management for the first times since 2015. ALM First took over as TCU’s investment advisor in 2017 and has worked closely with the fund’s board of trustees and distributor, Callahan Financial Services, Inc. to update relevant investment policies and targets in order to better serve credit union investors.

“Jason’s strong financial knowledge, dedication and professionalism benefit our clients immensely,” said Emily Hollis, CFA and CEO of ALM First. “We’re proud of his accomplishments to date and look forward to his continued contributions as ALM First’s Chief Investment Officer.”

Haley often speaks at company and industry conferences on topics such as managing portfolio risk and return, as well as fixed-income fundamentals, analysis, and valuation across multiple sectors, including RMBS, CMBS, ABS, and credit.  He also provides daily and monthly market commentaries and presents regularly on educational webinars for ALM First and its clients.

Jason Haley.

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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