Cullen Coxe joined ALM First Financial Advisors in 2003. As a Senior Director for the firm, he works with clients to develop successful balance sheet strategies and enhance their overall performance. This includes working closely with clients to develop long-term, holistic partnerships and interpreting full balance sheet risk analytics and risk positioning to determine the best opportunities for clients to achieve their financial goals.
Cullen coordinates internal collaboration to deliver analytics and timely reporting to assist clients throughout the entire process from strategy development through implementation and post-execution analysis. He provides advice and insights on loan pricing, loan transactions, investment portfolio management, funding strategies, hedging and more with the assistance of our experienced team. Cullen has a bachelor’s degree in business with a major in economics from the University of Oklahoma.