Staff Profiles

David Montgomery
A/LM Manager

David Montgomery joined ALM First Financial Advisors, LLC, in 2004. His responsibilities include overseeing the firm's asset/liability management function. Prior to joining ALM First, Mr. Montgomery was a senior product consultant with IPS-Sendero, where his responsibilities included client support, training and consulting. Previously, he had nine years of experience with a large community bank in Houston, Texas, where he was vice president for planning and analysis.

Mr. Montgomery earned a bachelor's degree in finance from the University of Texas at Austin, in 1990; and a master's degree in business administration from Baylor University, in 1991.

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