DALLAS– ALM First recently promoted Ryan Sherwin to principal and named current Chief Investment officer Jason Haley as president of ALM First Financial Advisors, LLC, the firm’s SEC-registered investment adviser (RIA) subsidiary.
Sherwin joined the firm in 2014 and has more than 15 years of industry experience. He is well known for actively consulting with clients on their most pressing issues and customizing impactful solutions. He will continue to oversee the firm’s sales team in this new role.
“We’re thrilled to announce Ryan’s promotion and look forward to his continued contributions,” said Mike Ensweiler, principal. “His unique industry experience and insights consistently push ALM First forward, finding new ways to put our clients’ best interests first and deliver more value for their key stakeholders.”
Haley joined ALM First in 2008 and was promoted to Chief Investment Officer in 2020. In this additional role as President of ALM First’s RIA, he will continue to lead the Investment Management Group, which is responsible for investment theme development and portfolio management services for the firm.
“Jason’s strong financial knowledge, dedication and professionalism benefit our clients immensely,” says Emily Hollis, CEO of ALM First. “We’re proud of his accomplishments to date and look forward to the expansion of his vital role at the firm.”
