Contact: Sharon Simpson, (240) 620-4095, sgsimpsonconsulting@mac.com
For Immediate Release: June 27, 2024
DALLAS, TX –ALM First, a strategic partner for more than 300 financial institutions nationwide, is expanding its hedging team to increase the firm’s hedge accounting capabilities. Juan Arreola, CPA, a financial professional with more than 15 years of experience, recently joined the firm as Director, Hedging & Hedge Accounting.
“We’re excited to welcome Juan to the team,” says Alec Hollis, CFA, Managing Director, ALM Strategy Group. “In this new role, he will be an integral part of expanding our hedge accounting capabilities and continuing to provide comprehensive hedging and derivative advisory services to enhance profitability and reduce interest-rate risk for financial institutions.”
Arreola brings a wealth of expertise to ALM First. Previously, he served as Senior Manager, Risk Advisory for Hedge Trackers and as Chatham Financial’s IFRS Hedge Accounting leader for North America, Latin America, Asia and Oceania. Arreola has also held various financial accounting positions at EY, Morgan Stanley and spent time in corporate finance.
“I am thrilled to join ALM First and look forward to helping clients optimize their institution’s risk profile through hedging with derivatives,” says Arreola. “With a robust risk management process, financial institutions can improve safety and soundness while broadening the spectrum of products and services they offer to benefit their key stakeholders.”
Arreola earned his Master of Accountancy & Financial Management along with his Bachelor of Accountancy from the University of San Diego. During a sabbatical, he planned and executed a trekking and climbing expedition of four major regions of the Himalaya. As part of this expedition, he successfully climbed to the North Col of Mt. Everest via the northern route in Tibet. He also climbed Mont Blanc, the highest point in Europe.
Visit www.almfirst.com to learn more about our full range of solutions, including derivatives & balance sheet hedging, mortgage pipeline hedging and mortgage servicing rights hedging.
About ALM First Group
ALM First was founded in 1995 as a strategic partner for depositories, offering an array of financial advisory services. The firm’s expertise in asset/liability management, fixed income portfolio management and hedging, has allowed it to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies. With approximately $70 billion of investments under management (as of December 31, 2023), 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.
In recent years, ALM First Group has expanded to include several wholly-owned subsidiaries including DDJ Myers, an ALM First Company and ALM First Executive Benefits, LLC. Driven by client needs, we now offer executive recruitment, strategic organization, board development, tailored executive benefits solutions and more to help financial institutions optimize their greatest assets – their people.
