Dallas, TX (January 2, 2025) |
ALM First, a strategic partner for more than 300 financial institutions nationwide, is continuing to enhance its advisory services team, which already included a deep bench of experienced individuals including several who have previously served in bank treasury roles, as examiners, and more.
The firm recently welcomed former credit union CFO and CPA, Tavish Taylor, and former senior financial analyst for First Citizens Bank, Ben Chilanga. Taylor joined the firm as Director, Advisory Services and Chilanga, who is also a Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM), joined the firm as Associate, Advisory Services.
“We’re pleased to welcome both Tavish and Ben to ALM First,” says Thomas Griswold, CFA, Managing Director, Advisory Services. “Tavish’s firsthand experience as a chief financial officer and Ben’s strong expertise in interest rate risk strategies and analytics, coupled with their overall financial knowledge will benefit our clients and strengthen our team even further.”
Taylor brings a wealth of industry experience to his new role at ALM First. Prior to joining the firm, Taylor served as Chief Financial Officer for Intrepid Credit Union. He also served in various roles for Credit Union 1 in Alaska, including leading internal teams as Vice President, Data & Strategy.
“In today's volatile interest rate environment, having a trusted advisor is more important than ever. I'm excited to be a part of the excellent team at ALM First and look forward to providing strategic guidance and support to credit unions and banks,” says Taylor.
Chilanga brings over a decade of experience to his new role at ALM First. In addition to his role as senior financial analyst at First Citizens Bank, Chilanga honed his subject matter expertise by serving as a financial analyst for Albertsons Companies, Ada County, Idaho, and Clearwater Analytics, LLC.
“ALM First’s dedication to service and risk management aligns with my own passion for helping clients meet and exceed their financial goals. I’m looking forward to being part of the team and developing and communicating effective capital allocation strategies for depository institutions,” says Chilanga.
Taylor earned his Bachelor of Arts in Business Administration – Finance from Seattle Pacific University. After working in data analytics, he decided to become a CPA and began consulting with credit unions and banks throughout the northwestern United States. In his free time, Taylor, who is a twin, enjoys spending time with his wife and young daughter. He is also an avid backcountry skier, backpacker and cyclist.
Chilanga earned his Bachelor's degree in Finance from Saint Mary's University, Canada, and is a Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM). He is currently pursuing the Bank Treasury Risk Management (BTRM) certification and is an active member of the CFA Society of Idaho, mentoring young college students in finance. From Zambia to Canada and now Boise, Chilanga embraces life as an adventure. In his free time, he enjoys spending time with his wife, cheering on his favorite soccer teams, playing tennis, trying his hand at golf, and exploring new cultures and cuisines.
Visit www.almfirst.com to learn more about our full range of solutions, including our ongoing Advisory Partnerships.
