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ALM First expands Client Relations Team, welcomes Jim McGrath

ALM First, a strategic partner for more than 300 financial institutions nationwide, is expanding its client relations team. Jim McGrath, who previously served as Regional Vice President for Allied Solutions, joins the firm as Director, Sales & Client Relations, this week.

Jim brings a strong history of helping financial institutions tackle their unique business challenges to his new role at ALM First. With 23 years of industry experience and a deep understanding of depository needs, he is well prepared to expand the institutions ALM First serves and benefit existing clients.
“We’re thrilled to welcome Jim to our growing team,” says Mike Ensweiler, Principal at ALM First. “His focus on building relationships to benefit clients aligns with our philosophy of putting our clients’ best interests first and will be critical as we assist more institutions with timely solutions.”
Beyond Asset Liability Management, ALM First’s team of experienced professionals provides a host of strategic services and balance sheet management solutions including the Loan Transaction Network, Securitization Consulting, Merger & Acquisition Advisory, Investment Advisory, Capital Planning & Stress Testing, Hedging and Derivatives Services, and more.
Visit www.almfirst.com to learn more about our ongoing partnership options.

Jim McGrath

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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