ALM First Leadership
Emily Hollis, CFA
Chief Executive Officer
Emily Hollis has served as a principal of ALM First since the company was established in 1995. Under her leadership, the company has steadily grown to a client base of more than 300 financial institutions representing more than $570 billion in assets.
A well-known figure in the investment community and a renowned expert in asset liability management, Ms. Hollis is a popular speaker at industry functions. Speaking engagements have included sessions for the Financial Managers Society and American Institute of Certified Public Accountants, as well a number of bank and credit union trade associations. Ms. Hollis is also a loyal contributor to bank and credit union publications such as Credit Union Business, CU Times, CUNA Councils, Bank ALM, Western Banker Magazine and more.
Prior to ALM First, Ms. Hollis was vice president for Kidder Peabody Asset Management; chief investment officer for a large financial institution; 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 derivatives.
Ms. Hollis holds a master’s degree in business administration and a master’s degree in arts from Southern Methodist University in Dallas, as well as a Bachelor of Fine Arts from Texas Christian University in Fort Worth. She holds the Chartered Financial Analyst (CFA) designation.