ALM First Financial Advisors announced Tuesday it has reached a milestone of more than $18 billion in funds under management. The Dallas-based firm that serves more than 175 credit union and bank clients also announced two new hires.

Craig Weisenberger and Michael Robbins were hired to formulate ALM and investment strategies to meet clients' needs, and maximize performance within their set risk profiles.

“The knowledge that Craig and Michael bring to our staff make them truly valuable additions,” said Angela Calvert, partner at ALM First. “Craig's expertise in hedging interest-rate risk and Michael's managing portfolios for large institutions will offer our clients the kind of well-informed advice they have come to expect from ALM First.”

According to his LinkedIn profile, Weisenberger was most recently a portfolio manager for Centaurus Energy in Houston, managing the cash position for the energy hedge fund, protecting the company against fluctuating prices and currency exposure across the firm's trading positions.

Prior to that, he administered institutional accounts and funds, trading and managing assets across multiple fixed-income sectors, including corporates, sovereigns and structured products. He has more than 15 years of experience in the field.

Prior to joining ALM, Robbins served as chief risk officer for a state retirement system where he was responsible for identifying, monitoring and reducing risks to the organization. Before that, he was a portfolio manager at a large savings and loan and a proprietary trader at CIBC. He has worked in the financial industry for more than 20 years.

Instant Insights /

ALM First Achieves $18 Billion Milestone; Names Two New Hires

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