Robert Perry

Robert Perry Email and Phone Number

Principal, ALM and Investment Strategy at ALM First Financial Advisors @ ALM First Financial Advisors
dallas, texas, united states
Robert Perry's Location
Dallas-Fort Worth Metroplex, United States
Robert Perry's Contact Details

Robert Perry work email

Robert Perry personal email

About Robert Perry

Dynamic investment manager with comprehensive knowledge and expertise in fixed income portfolio management, interest rate risk management, strategy development and advising institutions on all aspects of the investment process. Applies higher level financial concepts to Banking and Credit Union institutions.Specialties: Asset Liability ManagementFixed Income Portfolio ManagementBank and Credit Union Balance Sheet ConsultingBoard and Management EducationHedging and Derivative Use

Robert Perry's Current Company Details
ALM First Financial Advisors

Alm First Financial Advisors

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Principal, ALM and Investment Strategy at ALM First Financial Advisors
dallas, texas, united states
Website:
almfirst.com
Employees:
97
Robert Perry Work Experience Details
  • Alm First Financial Advisors
    Principal, Alm And Investment Strategy
    Alm First Financial Advisors Nov 2015 - Present
    Dallas, Texas
    View
  • Alm First Financial Advisors
    Fixed Income Portfolio Manager
    Alm First Financial Advisors Oct 2010 - Nov 2015
    Dallas, Texas
    View
  • Datatech Management
    Managing Director, Alm And Investment Strategy
    Datatech Management 2006 - 2009
    Scottsdale, Arizona
  • First Coastal Bank
    Executive Vice President, Chief Investment Officer
    First Coastal Bank 2006 - 2009
    Manhattan Beach, California
    View
  • Smith Breeden Associates
    Principal, Product Portfolio Manager
    Smith Breeden Associates 2005 - 2006
    Chapel Hill, North Carolina
  • Smith Breeden Associates
    Principal, Financial Institutions Group
    Smith Breeden Associates 1999 - 2005
    Chapel Hill, North Carolina
  • Smith Breeden Associates
    Associate, Financial Institutions Group
    Smith Breeden Associates 1994 - 1999
    Chapel Hill, North Carolina
  • Smith Breeden Associates
    Analyst, Financial Institutions Group
    Smith Breeden Associates 1991 - 1994
    Chapel Hill, North Carolina
  • Centura Bank
    Analyst, Funds Management
    Centura Bank 1989 - 1991
    Rocky Mount, North Carolina
    View

Robert Perry Skills

Portfolio Management Fixed Income Investments Capital Markets Derivatives Alm Banking Financial Analysis Asset Management Trading Finance Investment Strategies Hedge Funds Mutual Funds Equities Financial Risk

Robert Perry Education Details

  • North Carolina State University - College Of Management
    North Carolina State University - College Of Management
    Business Management

Frequently Asked Questions about Robert Perry

What company does Robert Perry work for?

Robert Perry works for Alm First Financial Advisors

What is Robert Perry's role at the current company?

Robert Perry's current role is Principal, ALM and Investment Strategy at ALM First Financial Advisors.

What is Robert Perry's email address?

Robert Perry's email address is rb****@****ail.com

What schools did Robert Perry attend?

Robert Perry attended North Carolina State University - College Of Management.

What skills is Robert Perry known for?

Robert Perry has skills like Portfolio Management, Fixed Income, Investments, Capital Markets, Derivatives, Alm, Banking, Financial Analysis, Asset Management, Trading, Finance, Investment Strategies.

Who are Robert Perry's colleagues?

Robert Perry's colleagues are Nancy Graves, Megan Elizabeth Lee Hall, Hafizan Hamzah, Devan Sabapathy, Ryan Sherwin, Jim Mcgrath, Tracy Cameron.

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