Robert B. Perry

Mr. Robert B.
Perry is a Principal at ALM First Financial Advisors LLC.
Mr. Perry leads ALM First’s ALM and Investment Strategy Groups and is responsible for the development of asset liability and investment portfolio themes for the firm.
He also provides strategic focus for financial institution client portfolios that are primarily invested in the high credit quality sectors, and is instrumental in balance sheet hedging strategy development.
Mr. Perry has more than 30 years of experience in the banking and bank-consulting businesses.
He has shared his in-depth knowledge and financial management background at many conferences, training and educational events in the areas of ALM and investment strategy, profitability and portfolio strategies, as well as hedging and derivatives use.
Prior to joining the firm in 2010, Mr. Perry previously served as Managing Director of the ALM and Investment Strategy division of DataTech Management in Los Angeles, California, and Chief Investment Officer for First Coastal Bank in Manhattan Beach.
Previously, he was a Principal and Product Portfolio Manager at Smith Breeden Associates, Inc., where he managed Smith Breeden’s Enhanced Cash and Enhanced Equity Strategies.
Mr. Perry also managed Smith Breeden’s bank consulting group, which included the non-discretionary asset management and risk-reporting businesses.
Prior to joining Smith Breeden in 1991, he worked as an analyst in the risk management area of Centura Bank in North Carolina.
He received his undergraduate degree from North Carolina State University.