Managing Director, Advisory Services
Thomas Griswold joined ALM First Financial Advisors in 2013. As the Managing Director for Advisory Services, Thomas oversees the Advisory Services team, which is responsible for developing holistic partnerships with clients and implementing effective balance sheet and investment strategies to enhance overall performance. This includes working closely with clients to interpret full balance sheet risk analytics and risk positioning to determine the best opportunities to achieve their financial goals.
Thomas and his team coordinate internal collaboration to deliver analytics and timely reporting to assist clients throughout the entire process from strategy development through implementation and post-execution analysis. Advisors provide advice and insights on loan pricing, loan transactions, investment portfolio management, funding strategies, hedging and more. He also assists with interest rate hedging strategies and advises institutions in asset valuation to guide trading decisions.
Prior to joining ALM First, he worked as an analyst underwriting commercial credits with PlainsCapital Bank.
Thomas holds a bachelor's degree in finance from the University of Notre Dame, as well as the Chartered Financial Analyst (CFA) designation. He assists with Junior Achievement Dallas mentoring students on a variety of topics including sound financial planning and career guidance and planning.
