Emily_Hollis

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

  • Thumbnail for Investment Opportunities in the Current Economic Environment
    Identification
    11
    Date
    October 20, 2009

    Speaker

    Speaker Image for Emily Hollis
    Founding Partner, CEO, ALM First Financial Advisors
  • Thumbnail for How to Maximize Earnings While Staying Within Your Risk Tolerance Levels
    Identification
    7
    Date
    October 19, 2009

    Speaker

    Speaker Image for Emily Hollis
    Founding Partner, CEO, ALM First Financial Advisors
  • Thumbnail for Interest Rate Risk
    Identification
    9
    Date
    October 25, 2011

    Speaker

    Speaker Image for Emily Hollis
    Founding Partner, CEO, ALM First Financial Advisors
  • Thumbnail for ALM Strategies that Work
    Identification
    12
    Date
    October 22, 2013
    This 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

    Speaker Image for Emily Hollis
    Founding Partner, CEO, ALM First Financial Advisors
  • Thumbnail for ALM Strategies that Work
    Identification
    12
    Date
    October 22, 2013
    This 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

    Speaker Image for Emily Hollis
    Founding Partner, CEO, ALM First Financial Advisors
  • Thumbnail for Effective Portfolio Management
    Identification
    25
    Date
    October 22, 2014
    Effective 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

    Speaker Image for Emily Hollis
    Founding Partner, CEO, ALM First Financial Advisors
    $49
    Standard Price
  • Thumbnail for Effective Portfolio Management
    Identification
    25
    Date
    October 22, 2014
    Effective 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

    Speaker Image for Emily Hollis
    Founding Partner, CEO, ALM First Financial Advisors
  • Thumbnail for How to Construct a Reliable Investment Framework for 2021 & Beyond
    Identification
    CU2019
    Date
    October 21, 2020
    Maintaining 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

    Speaker Image for Emily Hollis
    Founding Partner, CEO, ALM First Financial Advisors
    Speaker Image for Jason Haley
    Chief Investment Officer, ALM First Financial Advisors
    $49
    Standard Price

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