Nick Trentmann joined ALM First Financial Advisors in 2020. As a Director for the firm, Nick partners with clients to develop successful balance sheet strategies that maximize performance. Supported by our experienced team, he interprets full balance sheet risk analytics and risk positioning to determine the best opportunities for each client to achieve their financial goals, providing advice and insights on loan pricing, loan transactions, investment portfolio management, funding strategies, hedging and more. Nick 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.
Prior to joining ALM First, Nick served as Director and Portfolio Manager at Detalus Advisors LLC, where he was responsible for portfolio and securities management of the firm’s $1.7 billion in institutional assets for clients including banks, insurance companies, high net worth individuals, and municipalities. In addition, Nick provided advice to clients regarding economic environment, investment portfolio strategy, deposit pricing, lending rates, and proper balance sheet management.
Nick holds a M.B.A. in Finance from Missouri State University as well as a B.A. in History from the University of Missouri.