Staff Profiles

Emily More' Hollis, CFA

Emily Hollis is president of ALM First Financial Advisors, LLC, a position she has held since the company was established in 1995. Under her leadership, ALM First has grown to a client base of nearly 100 credit unions, most of which are among the largest in the nation. The firm has approximately $8 billion of credit union investments under management, from clients with cumulative assets in excess of $65 billion. In addition to the Financial Advisory Service, ALM First's flagship product offering, the firm provides asset/liability management reporting, and balance-sheet and investment portfolio risk assessments.

Ms. Hollis is well known in the investment community and her asset/liability management expertise has made her a popular presenter among credit unions. Speaking engagements have included sessions for the American Institute of Certified Public Accountants, Callahan & Associates, CUNA & Affiliates, the National Association of Federal Credit Unions and the National Center for Credit Unions, as well as for a number of corporate credit unions.

Prior to ALM First, Ms. Hollis was vice president for Kidder Peabody Asset Management; chief investment officer for a large corporate credit union; and an investment trader for a New York Stock Exchange Company, responsible for executing trades for the firm's fixed-income and foreign receivable portfolios. Her experience includes managing a $6 billion fixed-income investment portfolio, and investing in foreign currency options and derivatives.

Ms. Hollis' extensive background includes executing and managing risk-management programs, and implementation of one of the first-ever uses of futures hedging and synthetic structures in the credit union industry. She also served as the portfolio manager for the first mutual fund offered exclusively for credit unions. Ms. Hollis holds both a master's degree in business administration and master's degree in arts from Southern Methodist University in Dallas, Texas. She is a Chartered Financial Analyst (CFA) Charterholder.

Back to Profiles