Staff Profiles

Thomas W. Manley, CFA
Managing Director

An industry veteran with more than 18 years of investment experience, Tom Manley is managing director of ALM First Financial Advisors, LLC. He has been a principal with ALM First since the firm was established in 1995. Mr. Manley oversees ALM First’s day-to-day operations, as well as providing direction on the overall corporate strategy. He is responsible for formulating and executing investment strategies for the firm’s client financial institutions.

In his role as managing director, Mr. Manley evaluates an asset/liability management analysis to determine the current risk level of each client’s business plan. He uses his expertise in the analysis of option-embedded securities to structure the client’s investment strategy to seek out relative value in the fixed-income marketplace. Currently, he is responsible for investable assets of approximately $8 billion.

Mr. Manley’s prior experience includes serving as an assistant vice president for the Credit Union Advisory Group of Kidder Peabody Asset Management. He also held the position of portfolio manager for a large corporate credit union, where he was responsible for investments for the corporate’s term portfolio of more than $2 billion.

Mr. Manley’s 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. He also served as the investment advisor for more than 25 natural-person and corporate credit unions, as well as the portfolio manager for the first mutual fund offered exclusively for credit unions.

Mr. Manley received his master’s degree in business administration from Southern Methodist University in 1989, and he received a bachelor’s degree in economics from Texas A&M University in 1986. He holds the designation of Chartered Financial Analyst (CFA).

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