| Andrew Chan, CAIA, Co-Chief Investment Officer

Andrew Chan, CAIA, Co-Chief Investment Officer

Mr. Chan co-leads the strategic investment committee and is responsible for overseeing First Foundation Advisor’s investment solutions platform which includes conducting investment manager research for both traditional and alternative investments as well as asset allocation guidance for portfolio construction. As a member of the investment committee, he provides market commentary and investment insights to clients. Additionally, Mr. Chan serves as a senior executive on the business strategy committee providing guidance on firm wide initiatives. With over 15 years of wealth management experience, Mr. Chan has played key roles across various aspects of investment and wealth management. Prior to joining First Foundation Advisors, Mr. Chan was most recently a portfolio manager at U.S. Trust where, in addition to his daily responsibilities, he served on numerous national committees including the investment manager committee, the portfolio model committee, and the strategic technology committee. He also served on the in-house strategic consultant committee reporting directly to the President of U.S. Trust. Mr. Chan is a graduate of the Wharton School Executive Program on Investment Management and holds a Bachelor of Arts degree in Business Administration from the University of California, Riverside. He is a Chartered Alternative Investment Analyst (CAIA). Mr. Chan has previously served as an exam working group member and as an exam grader for CAIA. A member of the CAIA SoCal Executive Board since 2015, Mr. Chan has served as executive chapter head since 2017.

The Week Ahead – Dear Santa

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 11/29/21 9:32 AM

As is tradition, we pen our annual letter to the Fed.

Dear Santa Powell,

Happy holidays and Merry Christmas to you and the elves at the Fed! First off, congrats for being renominated for a second term by President Joe Biden. As investors we’re glad that we know you already (nominated to the Fed Board of Governors by President Obama and then nominated as Fed Chair by President Trump) and, more importantly, that you’ll continue to guide the path..

Investments & Economy The Week Ahead Grow

The Week Ahead – E for Earnings

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 10/18/21 11:33 AM

Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week.

If you recall our piece before the end of the quarter, Another Report Card & the Wall of Worries, the S&P 500 index continued to weather “bad news” throughout the year, and in particular during the third quarter. What’s interesting is that just a few weeks later (as of last Friday, October 15),..

Investments & Economy The Week Ahead Grow

The Week Ahead – Another Report Card & the Wall of Worries

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 9/27/21 10:49 AM

Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week.

This week we’ll close out the third quarter of 2021. With just four days left in the quarter, the S&P 500 will be looking to see if it can keep its streak of consecutive months with positive returns which currently sits at seven. As always, it’s been a whirlwind of macro and fundamental data and..

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