Emily Hollis Overview
- Firm
- ALM First Group
- Primary Position
-
Founder, Board...
- Primary Industry
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Finance
- Active Board Seats
-
1
Emily Hollis General Information
Biography
Ms. Emily Hollis serves as Chief Executive Officer & Board Member at ALM First Group. She has served as a principal of ALM First 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 $700 billion in assets. A well-known figure in the investment community and a renowned expert in asset liability management, she is a popular speaker at industry functions. Speaking engagements have included sessions for the Financial Managers Society and American Institute of Certified Public Accountants, as well as a number of bank and credit union trade associations. She is also a loyal contributor to bank and credit union publications such as Credit Union Business, CU Times, CUNA Councils, Bank ALM, Western Banker Magazine, and more. Prior to ALM First, she 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. She holds the Chartered Financial Analyst (CFA) designation.
Contact Information
Address
- 3800 Maple Avenue
- Suite 600
- Dallas, TX 75219
- United States
Emily Hollis Positions (1)
Firm name | Firm type | Title | Location | Industry | Since |
---|---|---|---|---|---|
ALM First Group | Limited Partner | Founder, Board Member & Chief Executive Officer | Dallas, TX | Wealth Management Firm |
Emily Hollis Board Seats (1)
Company | Industry | Ownership Status | Financing Status | Location | Since |
---|---|---|---|---|---|
ALM First Group | Other Financial Services | Privately Held (backing) | Formerly PE-Backed | Dallas, TX |
Emily Hollis Lead Partner on Deals (1)
Emily Hollis has been the lead partner on 1 deal. Their latest deal was with Detalus (Institutional Fixed Income Line of Business), a asset management company. The deal was made on 13-Jul-2020.
Company | Deal Date | Deal Type | Deal Size | Deal Status | Industry | Location |
---|---|---|---|---|---|---|
Detalus (Institutional Fixed Income Line of Business) | 13-Jul-2020 | Buyout/LBO | Completed | Asset Management | MO |
Emily Hollis Network (6)
Board Members (6)
Name | Company | Representing | Location | From |
---|---|---|---|---|
Vikas Kalra | ALM First Group | Platform Partners | Dallas, TX | |
Austin Hughey | ALM First Group | Self | Dallas, TX | |
ALM First Group | Self | Dallas, TX | ||
ALM First Group | Self | Dallas, TX | ||
ALM First Group | Self | Dallas, TX |
Emily Hollis FAQs
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Who is Emily Hollis?
Ms. Emily Hollis serves as Chief Executive Officer & Board Member at ALM First Group.
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How much does Emily Hollis typically invest?
Emily Hollis's median deal size is
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What is Emily Hollis’s main position?
Emily Hollis’s primary position is Founder, Board Member & Chief Executive Officer.
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What are the contact details for Emily Hollis?
Emily Hollis’s email address is em
and his phone number is +1 (800) . -
How many active board seats does Emily Hollis hold?
Emily Hollis holds a board seat in ALM First Group.
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