Press

ALM First’s Kirksey, Perry named to FMS Advisory Councils

DALLAS, TX (October 31, 2019) — Kevin Kirksey and Robert Perry, both Principals at ALM First, have been named to two Financial Managers Society (FMS) Advisory Councils.

Kirksey, who oversees ALM First’s Strategic Solutions Group, will serve on the FMS Strategic Issues Council. Perry, who leads the firm’s ALM and Investment Strategy Groups, will serve on the FMS Finance Council.

“Serving on the Strategic Issues Council is an honor,” said Kirksey. “I believe my experience and knowledge in key areas like merger valuations, capital planning and stress testing, ALM and CPST model validations, and CECL analysis, will prove beneficial.”

“The FMS Finance Council monitors asset/liability management, funding, and investment needs of the membership and industry,” said Perry. “I’m looking forward to contributing to the important work FMS does and bringing new insights to the council based on my three decades of experience in banking and investments.”

To learn more about the ALM First and the solutions the firm provides, interested financial institutions should contact info@almfirst.com.

Kevin Kirksey.

Robert Perry.


About 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, fixed income portfolio management and hedging, has allowed it to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial 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, we now offer executive recruitment, strategic organization, board development, tailored executive benefits solutions and more to help financial institutions optimize their greatest assets – their people.

Contacts

Sharon Simpson
(240) 620-4095 | sgsimpsonconsulting@mac.com

More News