Emily More Hollis
Vorstandsvorsitzender bei ALM First Financial Advisors LLC
Profil
Ms. Emily M.
Hollis, CFA MBA, is a Chief Executive Officer at ALM First Financial Advisors LLC and ALM First Group LLC.
She has served as a principal of ALM First since the firm was established in 1995.
Prior to ALM First, Ms. Hollis 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.
She 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 in Fort Worth.
Ms. Hollis holds the Chartered Financial Analyst (CFA) designation.
Aktive Positionen von Emily More Hollis
| Unternehmen | Position | Beginn |
|---|---|---|
ALM First Financial Advisors LLC
 ALM First Financial Advisors LLC Investment ManagersFinance ALM First Financial Advisors LLC (ALM First) is a SEC-registered investment adviser and hedge fund management firm headquartered in Dallas, Texas. The firm was founded in 1995 and they are wholly-owned by ALM First Group LLC. ALM First provides financial advisory services for credit union clients. | Vorstandsvorsitzender | 01.11.2015 |
ALM First Group LLC
 ALM First Group LLC Financial ConglomeratesFinance ALM First Group LLC engages in the provision of financial advisory services for banks and credit unions. The firm offers advisory partnerships, asset liability management, hedging and derivatives services, investment management, and specialty financial services. The company was founded in 1995 and is headquartered in Dallas, TX. | Vorstandsvorsitzender | 01.01.1995 |
Ehemalige bekannte Positionen von Emily More Hollis
| Unternehmen | Position | Ende |
|---|---|---|
| Kidder Peabody Asset Management, Inc. | Corporate Officer/Principal | 01.01.1995 |
Southwest Corporate Federal Credit Union
 Southwest Corporate Federal Credit Union Savings BanksFinance Southwest Corporate Federal Credit Union operates a credit union providing ATM and debit card services, item processing, Internet banking, electronic bill payments, and funds management solutions. The firm also offers asset management, investment advisory, and brokerage services. The company was founded in 1975 and is located in Plano, TX. | Corporate Officer/Principal | 01.01.1994 |
Ausbildung von Emily More Hollis
| Southern Methodist University | Masters Business Admin |
| Texas Christian University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Southwest Corporate Federal Credit Union
Southwest Corporate Federal Credit Union Savings BanksFinance Southwest Corporate Federal Credit Union operates a credit union providing ATM and debit card services, item processing, Internet banking, electronic bill payments, and funds management solutions. The firm also offers asset management, investment advisory, and brokerage services. The company was founded in 1975 and is located in Plano, TX. | Finance |
ALM First Financial Advisors LLC
ALM First Financial Advisors LLC Investment ManagersFinance ALM First Financial Advisors LLC (ALM First) is a SEC-registered investment adviser and hedge fund management firm headquartered in Dallas, Texas. The firm was founded in 1995 and they are wholly-owned by ALM First Group LLC. ALM First provides financial advisory services for credit union clients. | Finance |
| Kidder Peabody Asset Management, Inc. | |
ALM First Group LLC
ALM First Group LLC Financial ConglomeratesFinance ALM First Group LLC engages in the provision of financial advisory services for banks and credit unions. The firm offers advisory partnerships, asset liability management, hedging and derivatives services, investment management, and specialty financial services. The company was founded in 1995 and is headquartered in Dallas, TX. | Finance |