Robert Perry
ALM First


Robert Perry is a Principal at ALM First Financial Advisors, joining the firm in 2010. Robert 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.

Robert has more than 30 years of experience in the banking and bank-consulting businesses. Over his career, he has spoken at many conferences, written on various topics and has been published in publications such as WIB CFO Digest, WIB Directors Digest, Credit Union Business, and many more. He has performed board of directors educational events and consulted with many financial institutions in the areas of ALM and investment strategy.  Robert’s in-depth knowledge and financial management background have also made him a popular speaker on bank profitability and portfolio strategies, as well as hedging and derivatives use.

Before joining ALM First, Robert previously served as Managing Director of the ALM and Investment Strategy division of DataTech Management in Los Angeles, and Chief Investment Officer for First Coastal Bank in Manhattan Beach. Previously, Robert was a Principal and Product Portfolio Manager at Smith Breeden Associates, Inc., where he managed Smith Breeden’s Enhanced Cash and Enhanced Equity Strategies. He 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.

Robert graduated from North Carolina State University with a bachelor of arts degree in business management.

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