DALLAS–ALM First Financial Advisors has announced the promotion of Ryan Sherwin to Managing Director, Sales & Client Relations, as well as a number of other staff promotions.
Before joining ALM First in 2014, Sherwin was with consulting firm Callahan & Associates and was part of its CUFSLP CUSO, where he provided research and best practice-sharing on a number of cutting-edge topics. He also was responsible for marketing the firm’s TRUST Mutual Funds. Sherwin holds a Bachelor of Science in business administration from American University.
In addition to Ryan, the following staff members received promotions:
- Cullen Coxe, Senior Director, Advisory Services
- Stacey Wilkerson, Senior Director, Advisory Services
- Michael Freeland, Associate, Advisory Services
- Dean Li, Associate, Advisory Services
- Austin Mading, Associate, Advisory Services
- Chris Eckhoff, Senior Analyst, ALM Strategy Group
- Alec Hollis, CFA,Director, ALM Strategy Group
- Bryan Hatfield, Associate, ALM Strategy Group
- Shahid Sattar, Senior Analyst, Financial Modeling Group
- Hafizan Hamzah, Director, Investment Management Group
- Madi Wright, Marketing & Events Manager
- Ryan Sherwin,Managing Director, Sales & Client Relations
- Austin Hughey, Senior Analyst; Strategic Solutions Group
- Nathan Hollis, Director, Technology Group.
“We’re pleased to recognize these staff members’ dedication to ALM First and the clients we serve,” said Emily Hollis, CFA, CEO of ALM First Financial Advisors. “They have different areas of expertise, but each one has proven his or her value by demonstrating a commitment to quality, continual learning and improvement, and timely, courteous service.”