ALM First launches new Board of Directors Advisory Board

DALLAS, TX (April 22, 2024) — The inaugural meeting of ALM First’s new Board of Directors Advisory Board was held immediately following its 2024 Financial Institute last month at The Ritz-Carlton Dallas, Las Colinas. The formation of this new advisory board, which will complement the firm’s existing advisory board comprised of leading C-level executives from across the industry, was driven directly by client feedback.

“As boards of directors, we have a responsibility to represent our member-owners and ensure that their needs are driving our business decisions,” says Marlene Schwartz, Board Chair, State Department Federal Credit Union. “Emily and the ALM First team understand this and were immediately receptive to board members providing our insights to ensure there is a balance between consumer and operational needs. Our voices need to continue to be heard to ensure future solutions are developed with members in mind.”
The following individuals are currently serving on ALM First’s Board of Directors Advisory Board:
  • Ken Ampy, Virginia Credit Union Board Chair
  • Susan Baker, Kitsap Credit Union Board Chair
  • Kent Berthiaume, Global Credit Union Board Chair
  • Jon P. Borge, OneAZ Credit Union Board Chair
  • Greg Deppong, Michigan State University Federal Credit Union Board Chair
  • Todd Hauschildt, First Tech Federal Credit Union Board Director
  • Marlene Schwartz, State Department FCU Board Chair
  • Dail Turner, Andrews Federal Credit Union Board Vice Chair
“Since founding ALM First nearly 30 years ago, listening to the industry and addressing our clients’ needs has been our primary focus,” says Emily Hollis, CFA, CEO of ALM First. “Many of our services were born directly from clients coming to us with their most pressing challenges. As thought leaders, we’re committed to providing innovative solutions. I’m proud to work with clients to proactively identify and solve issues. Through our interactions with hundreds of institutions nationwide, our team often spots emerging trends and potential challenges down the road, well before they appear on an individual client’s radar.”
The new advisory board plans to meet semi-annually and remain in contact throughout the year to ensure its members are informed regarding emerging trends and opportunities and empowered to provide their feedback directly to the firm. This will be critically important as the pace of change within the industry continues to accelerate and ALM First’s solutions expand to serve even more Board of Director needs such as executive benefits, succession planning, and c-level search through its multiple subsidiaries.
More information about ALM First’s evolving solutions may be found at

About ALM First Group

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 December 31, 2023), 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.


Sharon Simpson, (240) 620-4095 or

More News