Lisa McDaniel has more than 10 years of experience in fixed-income analysis and investment portfolio management. Her current responsibilities with ALM First Financial Advisors, LLC include reviewing the asset/liability structure of ALM First.s client credit unions, and developing and executing an investment strategy that will maximize value while maintaining appropriate risk levels.

Before coming to ALM First, Ms. McDaniel was a vice president with Regions Bank Capital Management Group. In that capacity, she managed institutional taxable fixed-income accounts and collective funds consisting of government, corporate and mortgage-backed securities, as well as individual accounts for high-net-worth individuals and corporations. While at Regions Bank, Ms. McDaniel managed assets of more than $1 billion, was a committee member responsible for developing macro-level investment strategy and fixed-income strategy, and performed oversight duties for the company.

Ms. McDaniel received a master.s degree in business administration from the University of Arkansas, at Little Rock, and a bachelor.s degree in computer science at the University of Arkansas, at Fayetteville. She also has attained the Chartered Financial Analyst (CFA) designation.