ALM First logo

ALM First Employee Directory

Financial ServicesTexas, United States51-200 Employees

ALM First is a financial services firm that acts as a strategic partner for financial advisory needs. It provides independent, commission-free, fee-based advisory services to more than 400 banks and credit unions across the United States. The company reports about $70 billion in investments under management and operates as an SEC-registered investment adviser with a fiduciary duty to act in its clients’ best interests.
Based in Dallas, Texas, ALM First operates through wholly owned subsidiaries, including ALM First Financial Advisors, ALM First Advisors, ALM First Analytics, and ALM Executive Benefits. In April 2026, the group launched a loan fund for credit unions, signaling an expansion of its product offerings.

Find ALM First employees' phone numbers or email addresses

ALM First Global Highlights

Location
Employees

North America
168

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  • United States Of America
    168

Asia
13

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  • Philippines
    11
  • Turkey
    1
  • United Arab Emirates
    1

ALM First's Leadership

  • Stylized image of a person
    C. B.
    Executive Assistant To The President
  • Stylized image of a person
    A. H.
    Director
  • Stylized image of a person
    P. S.
    Director, Investment Management Group
  • Stylized image of a person
    N. M.
    Director
  • Stylized image of a person
    H. V.
    Director Of Marketing
  • Stylized image of a person
    T. K.
    Sales Operations Manager
  • Stylized image of a person
    C. B.
    Human Resources Manager
  • Stylized image of a person
    M. H.
    Project Manager

ALM First Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Engineering
  • Human Resources
  • Program & Project Management
  • Other
  • Arts & Design
  • Community & Social Services

Contact profiles from ALM First

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. B.
    Executive Assistant To The President
    Jun 29, 2026
  • Stylized image of a person
    A. H.
    Director
    Jun 29, 2026
  • Stylized image of a person
    P. S.
    Director, Investment Management Group
    Jun 26, 2026
  • Stylized image of a person
    N. M.
    Director
    Aug 27, 2026
  • Stylized image of a person
    H. V.
    Director Of Marketing
    Jul 01, 2026
  • Stylized image of a person
    T. K.
    Sales Operations Manager
    Aug 21, 2026
  • Stylized image of a person
    C. B.
    Human Resources Manager
    Jul 02, 2026
  • Stylized image of a person
    M. H.
    Project Manager
    Aug 03, 2026
  • Stylized image of a person
    A. H.
    Executive Office Manager
    Jun 28, 2026
  • Stylized image of a person
    T. M.
    Manager
    Oct 22, 2024

Frequently Asked Questions

What is ALM First known for?

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ALM First was founded in 1995 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore ALM First's company overview page for more information.

What is ALM First's most common email format?

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ALM First employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more ALM First email formats with LeadIQ.

How many employees does ALM First have currently?

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ALM First has approximately 160 employees as of August 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are ALM First's key employees and leadership?

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As of August 2026, ALM First's key employees include:

  • Executive Assistant To The President: C. B.
  • Director: A. H.
  • Director, Investment Management Group: P. S.
  • Director: N. M.
  • Director Of Marketing: H. V.

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