ALM First welcomes Meaghan Mittnacht as new Director, Client Service after search led by DDJ Myers
DALLAS, TX (June 6, 2024) — ALM First, a strategic partner for more than 300 financial institutions nationwide, is expanding its team to better serve its clients’ needs. Meaghan Mittnacht, an investment professional with more than 14 years of experience and a passion for empowering clients to achieve their missions, recently joined the firm as Director, Client Service. She was placed by DDJ Myers, an ALM First Company and well-known leadership development firm that offers a broad range of solutions to help clients optimize their greatest assets – their people.
“We’re thrilled to welcome Meaghan to the team,” says Mike Ensweiler, Principal of ALM First. “In this new role, she will leverage her in-depth knowledge and expertise to help clients manage some of their most pressing challenges, including offsetting rising employee costs and expanding their community impact through access to a broader range of non-traditional investments.”
Meaghan brings a wealth of experience to ALM First, having spent the past 14 years at Goldman Sachs, where she focused on building strong, lasting relationships with non-profit clients, including endowments and foundations. Prior to her most recent role at Goldman, she was a member of their Fixed Income Asset Management team, working directly on the trading desk for large institutional mandates.
“I am excited to join ALM First and serve the needs of clients through employee benefits pre-funding plans and charitable donation accounts. With a passion for personalized service, I am looking forward to helping clients formulate strategies appropriate for their objectives, policies, and guidelines. By providing institutions with the tools and resources they need, we can empower them to make a lasting impact.”
Meaghan earned her Bachelor of Arts in economics from Colby College and received both her Series 7 and Series 63 licenses through FINRA. She lives in Chatham, New Jersey with her husband, Sanderson, and her two daughters, Charlotte and Madison. In her free time, Meaghan enjoys skiing, running, hiking and playing paddle tennis.
“Working with Lauren at DDJ Myers was fantastic,” says Mittnacht. “She took the time to understand my background and career goals, and she was able to connect me with a perfect opportunity at ALM First. It felt like a genuine collaboration, and I was incredibly impressed with her communication throughout the entire process.”
Visit www.almfirst.com to learn more about our full range of solutions, including employee benefits pre-funding plans and charitable donation accounts.
About 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 June 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.
