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John Smith joined ALM First Financial Advisors in July of 2020. In his role as Director, John is supported by our internal team as he develops holistic partnerships with clients to develop successful balance sheet strategies that maximize performance. This includes interpretation of full balance sheet risk analytics and risk positioning to determine the best opportunities for each client to achieve their financial goals.
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John provides advice and insights on loan pricing, loan transactions, investment portfolio management, funding strategies, hedging and more. In addition to his leading role working directly with clients, he coordinates internal collaboration to deliver analytics and timely reporting to assist clients throughout the entire process from strategy development through implementation and post-execution analysis.
Prior to joining ALM First, John worked for Detalus Advisors for 18 years. During his tenure at Detalus, he served in a variety of roles including Managing Director during his ownership period. Most recently, he served as Senior Portfolio Manager after the divestiture of his ownership. Detalus managed approximately $2 billion of fixed income investments for client banks and insurance companies. Prior to joining Detalus, and after a 2-year stint at a regional broker/dealer, John served as the Chief Investment Officer for Firstbank of Illinois in Springfield, IL.
John holds a Bachelor of Science in Accounting from Indiana University – Kelly School of Business. John is a member of the American Institute of Certified Public Accountants.
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