Skip to main content
Image of Robert Perry

Robert Perry

Principal, ALM & Investment Strategy
ALM First Financial Advisors

Robert Perry is a Principal at ALM First Financial Advisors with more than 30 years of experience in banking and bank-consulting businesses. He joined firm in 2010 to lead ALM First's Asset Liability Management (ALM) and Investment Strategy Groups and is responsible for the development of asset liability and investment portfolio themes for the firm. He also provides strategic focus for financial institution client portfolios that are primarily invested in the high credit quality sectors and is instrumental in balance sheet hedging strategy development.

Previously, Robert served as Managing Director of the ALM and Investment Strategy division of DataTech Management in Los Angeles, California, and Chief Investment Officer for First Coastal Bank in Manhattan Beach. He was also Principal and Product Portfolio Manager at Smith Breeden Associates, Inc., where he managed Smith Breeden's Enhanced Cash and Enhanced Equity Strategies along with their bank consulting group.

Robert graduated from North Carolina State University with a Bachelor of Arts degree in business management.