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
172

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  • United States Of America
    172

Asia
14

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  • Philippines
    12
  • United Arab Emirates
    1
  • Turkey
    1

Europe
1

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  • Montenegro
    1

ALM First's Leadership

  • Stylized image of a person
    R. D.
    Chief Technology Officer
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  • Stylized image of a person
    E. H.
    Co-Founder / Ceo
    Phone icon
  • Stylized image of a person
    C. B.
    Executive Assistant To The President
    Phone icon
  • Stylized image of a person
    A. C.
    Partner
    Phone icon
  • Stylized image of a person
    T. M.
    Partner
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  • Stylized image of a person
    J. G.
    Vice President
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  • Stylized image of a person
    J. M. W.
    Director, Sales And Client Relations
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  • Stylized image of a person
    H. V.
    Director Of Marketing
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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 Info
Location
Last Update
  • Stylized image of a person
    E. H.
    Co-Founder / Ceo
    Phone icon
    United StatesTexas
    Jun 11, 2026
  • Stylized image of a person
    R. D.
    Chief Technology Officer
    Phone icon
    United StatesTexas
    May 19, 2026
  • Stylized image of a person
    C. B.
    Executive Assistant To The President
    Phone icon
    Jan 20, 2026
  • Stylized image of a person
    A. C.
    Partner
    Phone icon
    UNITED STATES
    May 06, 2024
  • Stylized image of a person
    T. M.
    Partner
    Phone icon
    United StatesTexas
    Oct 17, 2024
  • Stylized image of a person
    J. G.
    Vice President
    Phone icon
    UNITED STATES
    Apr 26, 2024
  • Stylized image of a person
    J. M. W.
    Director, Sales And Client Relations
    Phone icon
    United StatesTexas
    Jun 11, 2026
  • Stylized image of a person
    H. V.
    Director Of Marketing
    Phone icon
    United StatesTexas
    May 13, 2026
  • Stylized image of a person
    G. M.
    Director, Advisory Services
    Phone icon
    United StatesTexas
    May 13, 2026
  • Stylized image of a person
    R. S.
    Managing Director, Sales & Client Relations
    Phone icon
    United StatesNew York
    Jan 03, 2025

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. The company's main headquarters is located in 3800 Maple Avenue Suite 600 Dallas, Texas 75219 United States; 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 156 employees as of June 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are ALM First's key employees and leadership?

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

  • Chief Technology Officer: R. D.
  • Co-Founder / Ceo: E. H.
  • Executive Assistant To The President: C. B.
  • Partner: A. C.
  • Partner: T. M.

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