Cullen Coxe joined ALM First Financial Advisors in 2003. His primary responsibilities include reviewing clients' asset/liability portfolio structures, then designing and executing an investment strategy to maximize value while maintaining appropriate risk levels.

Mr. Coxe has lengthy experience in trading, investment portfolio management and secondary marketing. Before joining ALM First, he was a bank portfolio manager and trader responsible for a $4 billion mortgage-backed security portfolio. In this position, he researched, analyzed, and executed trades involving mortgage-backed, pass-through securities and collateralized mortgage obligations. Additionally, he hedged the portfolio on a monthly basis to ensure compliance with regulatory guidelines, and planned and forecasted balance-sheet strategies based on various interest-rate scenarios. Mr. Coxe managed the bank's liabilities prior to becoming a portfolio manager and managed all of its borrowings with the goal of reducing the cost of funds. He also has experience in secondary marketing including mortgage loan origination, production, funding and hedging.

Mr. Coxe has a bachelor's degree in business with a major in economics from the University of Oklahoma.