Tavish Taylor joined ALM First in December 2024. As a Director for the firm, he specializes in customizing and implementing actionable and effective ALM and investment strategies to maximize client performance. Additionally, Tavish proactively designs sensitivity analyses and scenarios to test client balance sheet exposure to various factors and formulates action plans to optimize client performance within policy and risk tolerances. As a trusted advisor, he helps financial institutions build high performing investment portfolios and efficient balance sheets.
Prior to joining ALM First, Tavish served as Chief Financial Officer for Intrepid Credit Union. He also served in various roles for Credit Union 1 in Alaska, including leading internal teams as Vice President, Data & Strategy. Overall, he brings a wealth of industry experience to his role at the firm.
Tavish is a Certified Public Accountant (CPA) and earned his Bachelor of Arts in Business Administration – Finance from Seattle Pacific University. After working in data analytics, he decided to become a CPA and began consulting with credit unions and banks throughout the northwestern United States.