ALM First Leadership
Travis Goodman, CFA
Travis Goodman is a Principal at ALM First, joining the firm in 2003. Mr. Goodman oversees the Advisory Services group, which is responsible for implementing actionable and effective ALM and investment strategies for client financial institutions. In addition to overseeing Advisory Services, he assists large, complex financial institutions in achieving optimal performance within policy and risk tolerances. Mr. Goodman also oversees ALM First’s Loan Transaction Network (LTN) which helps facilitate loan transactions and loan participations between ALM First clients.
Mr. Goodman has led numerous training events at financial industry conferences, individual client Board meetings, and regulatory training workshops. His topics of expertise include portfolio management, risk assessment and risk management, portfolio construction, and advanced portfolio strategies.
Mr. Goodman has a bachelor of science degree in business administration, with a double major in finance and marketing, from the Eller School of Business at the University of Arizona in Tucson. He also holds the Chartered Financial Analyst (CFA) designation.