Gavin Montgomery joined ALM First Financial Advisors in 2020. As a director for the firm, he assists financial institutions in building high-performing and efficient balance sheets. Gavin develops holistic partnerships with clients, interpreting full balance sheet risk analytics and risk positioning to determine the best opportunities for each institution to achieve their financial goals. Supported by our experienced team, he provides advice and insights on loan pricing, loan transactions, investment portfolio management, funding strategies, hedging and more. Gavin also 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.
Gavin holds an Executive MBA from IE Business School in Spain as well as a BS in Actuarial Science.