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ALM First expands client relations team, welcomes Bart Miller

ALM First, a strategic partner for more than 300 financial institutions nationwide, is expanding its client relations team. Bart Miller, a professional sales executive with more than 20 years of experience in relationship management and a passion for helping depositories enhance their secondary market mortgage programs, joins the firm as Director, Sales & Client Relations, this month.

Bart’s consultative approach aligns with ALM First’s focus on putting its clients’ best interests first. Prior to joining the firm, he served as Enterprise Account Executive at Polly, an end-to-end capital markets ecosystem designed to help lenders optimize performance from rate lock to loan sale and delivery. Bart brings a wealth of industry and secondary mortgage market knowledge to his new role at ALM First, having previously served Optimal Blue, JPMorgan Chase, and Dun & Bradstreet in various capacities throughout his career.

“Bart is a great addition to our growing team,” says Mike Ensweiler, Principal at ALM First. “He understands the unique needs of depository institutions and is well prepared to help ALM First expand our services to assist more institutions and create new value for existing clients.”

Beyond Asset Liability Management, ALM First’s team of experienced professionals provides a host of strategic services and balance sheet management solutions including Secondary Mortgage Market Program Development, the Loan Transaction Network, Securitization Consulting, Merger & Acquisition Advisory, Investment Advisory, Capital Planning & Stress Testing, Hedging and Derivatives Services, and more. Recently expanded business lines also include ALM First Executive Benefits, which offers trusted and transparent consulting services to aid in compensation plan development, and a full range of executive search and leadership solutions through DDJ Myers, an ALM First Company.

Visit www.almfirst.com to learn more about our ongoing partnership options.

Bart Miller

ALM First

ALM First was founded in 1995 as a strategic partner for depositories, offering an array of financial advisory services. The firm’s expertise in asset liability management, investment management, balance sheet strategy, secondary market solutions, and specialty financial services, has allowed it to deliver deeper insights into financial institutions’ balance sheets, strengthening their performance and building efficiencies. With approximately $70 billion of investments under management (as of September 30, 2024), ALM First Financial Advisors is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 300 financial institutions across the country. In recent years, ALM First Group has expanded to include several wholly-owned subsidiaries including DDJ Myers, an ALM First Company and ALM First Executive Benefits, LLC. Driven by client needs, the firm now offers various services to help financial institutions optimize their greatest assets – their people. “ALM First” is a brand name for a financial services business conducted by ALM First Group, LLC (“ALM First”) through its wholly owned subsidiaries: ALM First Financial Advisors, LLC (“ALM First Financial Advisors”); ALM First Advisors, LLC (“ALM First Advisors”); ALM First Analytics, LLC (“ALM First Analytics”) and ALM First Executive Benefits, LLC (“ALM First Executive Benefits”). Investment advisory services are offered through ALM First Financial Advisors, an SEC registered investment adviser. Access to ALM First Financial Advisors is only available to clients pursuant to an Investment Advisory Agreement and acceptance of ALM First Financial Advisors’ Brochure.

Contact

Sharon Simpson,
(240) 620-4095
sgsimpsonconsulting@mac.com

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