For Immediate Release:  October 7, 2021
Contact: Sharon Simpson, (240) 620-4095 or [email protected]

ALM First, a strategic partner offering unbiased advice to depositories nationwide, recently welcomed Joe Luiso as Director, Sales & Client Relations.

Joe is a finance professional with extensive knowledge of Asset Liability Management (ALM), Balance Sheet Management and Enterprise Risk Management (ERM). Throughout his more than 20 years of industry experience, Joe has developed and conducted ALM educational events for business schools, associations, and government agencies, including the Federal Reserve, Office of the Comptroller of the Currency, Office of Thrift Supervision, Federal Deposit Insurance Corporation, Farm Credit Administration, the Credit Union National Association and others.

“We’re so pleased to welcome Joe to our team,” says Emily Hollis, CFA and CEO of ALM First. “As the depositories we serve continue to grow and expand, our commitment to providing timely and actionable insights for the benefit of our clients and their key stakeholders is even more critical.”

Joe’s professional specialties include Fixed-Income Securities and Derivatives, Pre-Trade Analytics, Portfolio Management, Asset/Liability Management, and Risk Management. Prior to joining ALM First, Joe served as an Associate Director for ZM Financial Systems (A Moody’s Analytics Company).

“I’ve known ALM First for years and their stellar reputation and expertise truly precede them,” says Joe. “Their genuine commitment to benefit their clients is exactly what financial institutions need as they seek to enhance performance and achieve their objectives. I’m excited to be part of the ALM First team.”

About ALM First

ALM First is a strategic partner for depositories, offering an array of financial advisory services. Since 1995, our expertise in asset/liability management, fixed income portfolio management and hedging, has allowed us to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies. With more than $65 billion of investments under management (as of June 30, 2021), ALM First Financial Advisors is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 300 financial institutions across the country.


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“ALM First” is a brand name for a financial services business conducted by ALM First Group, LLC (“ALM First”) through its wholly owned subsidiaries: ALM First Financial Advisors, LLC (“ALM First Financial Advisors”); ALM First Advisors, LLC (“ALM First Advisors”); and ALM First Analytics, LLC (“ALM First Analytics”). Investment advisory services are offered through ALM First Financial Advisors, an SEC registered investment adviser. Access to ALM First Financial Advisors is only available to clients pursuant to an Investment Advisory Agreement and acceptance of ALM First Financial Advisors’ Brochure.

The content in this message is provided for informational purposes and should not be relied upon as recommendations or financial planning advice. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.