Emily Hollis CFA
Founding Partner, CEO, ALM First Financial Advisors
Emily Hollis has served as a principal of ALM First Financial Advisors since the company was established in 1995. Under her leadership, the company has steadily grown to a client base of more than 300 financial institutions representing more than $425 billion in assets.
Prior to ALM First, Emily was vice president for Kidder Peabody Asset Management; chief investment officer for a large financial institution; and an investment trader for a New York Stock Exchange Company, responsible for executing trades for the firm's fixed-income and foreign receivable portfolios. Her experience includes managing a $6 billion fixed-income investment portfolio and investing in derivatives.
Emily holds a master's degree in business administration and a master's degree in arts from Southern Methodist University in Dallas, as well as a Bachelor of Fine Arts from Texas Christian University. She holds the Chartered Financial Analyst (CFA) designation.
Appearances
Identification11DateOctober 20, 2009Speaker
Emily Hollis, CFAFounding Partner, CEO, ALM First Financial Advisors- Identification7DateOctober 19, 2009
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Emily Hollis, CFAFounding Partner, CEO, ALM First Financial Advisors - Identification9DateOctober 25, 2011
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Emily Hollis, CFAFounding Partner, CEO, ALM First Financial Advisors 
Identification12DateOctober 22, 2013This session will address various ALM challenges facing credit unions and what strategies successful credit unions use to combat the ever-shrinking net interest margin. A general discussion will address the regulatory environment and regulatory concerns raised within the credit union industry…Speaker
Emily Hollis, CFAFounding Partner, CEO, ALM First Financial Advisors
Identification12DateOctober 22, 2013This session will address various ALM challenges facing credit unions and what strategies successful credit unions use to combat the ever-shrinking net interest margin. A general discussion will address the regulatory environment and regulatory concerns raised within the credit union industry…Speaker
Emily Hollis, CFAFounding Partner, CEO, ALM First Financial Advisors
Identification25DateOctober 22, 2014Effective portfolio management includes diversification and active management of the investment portfolio. Diversification is not just about picking bonds, but positioning the portfolio within sectors that can significantly enhance returns…Speaker
Emily Hollis, CFAFounding Partner, CEO, ALM First Financial Advisors$49Standard Price
Identification25DateOctober 22, 2014Effective portfolio management includes diversification and active management of the investment portfolio. Diversification is not just about picking bonds, but positioning the portfolio within sectors that can significantly enhance returns…Speaker
Emily Hollis, CFAFounding Partner, CEO, ALM First Financial Advisors
IdentificationCU2019DateOctober 21, 2020Maintaining a disciplined approach to portfolio management may be more critical than ever as the current economic environment continues to evolve. A thoughtful investment process should lead to more consistent and predictable earnings from the fixed-income portfolio…Speakers
Emily Hollis, CFAFounding Partner, CEO, ALM First Financial AdvisorsChief Investment Officer, ALM First Financial Advisors$49Standard Price
