funds management.

Jason Haley

Fixed Income Strategist

Jason Haley serves as a Fixed Income Strategist for ALM First Financial Advisors, primarily responsible for fixed income analysis, strategy, and trading. Mr. Haley works with ALM First’s financial advisors to develop appropriate investment strategies, recommending securities that meet clients’ specific criteria and executing trades on their behalf. Mr. Haley also performs credit analysis on the firm’s approved broker/dealers, as well as credit research on various investment securities.

Previously, Mr. Haley served with Cantor Fitzgerald, where he provided institutional clients with fixed-income products, portfolio analytics, and strategies. He also held positions with A.G. Edwards & Sons and other regional broker/dealers.

Mr. Haley has a master’s degree in business administration/finance and a bachelor’s degree in marketing, both from the University of Mississippi, at Oxford.

Kristi Harper

Assistant Fixed Income Strategist

Kristi Harper joined ALM First Financial Advisors in March 2009, serving as assistant fixed income strategist in the funds management area. In this role, she assists with clients’ trade strategy and execution, in addition to credit analysis.

Ms. Harper brings a comprehensive knowledge of investments and revenue-growth strategies to ALM First. Most recently, she worked with Bank of the Ozarks in Little Rock, Ark., as a portfolio servicing officer. While there, she helped grow the bank’s investment portfolio to record levels. Previously, she served as a compliance and client relationship manager at Millennium Capital Advisors, also in Little Rock, Ark., where she created business development strategies and financial plans for client portfolios. Ms. Harper’s past experience also includes regulatory compliance, investment accounting and data analysis.

Ms. Harper received a bachelor’s degree of business administration from Texas A&M University in College Station, Texas.