INSIGHTS FROM FIRST FOUNDATION

A First Foundation Blog

Andrew Chan, CAIA, Co-Chief Investment Officer

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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.

Recent Posts

Investments & Economy The Week Ahead Grow

The Week Ahead – Flattening the Curve

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.

For those who joined our Wealth Management Insights call this past week, you’ll recall that my colleague Rick Keller and I both made comments on the speed of which both monetary and fiscal policy was enacted relative to the Great Financial Recession in 2008. The Fed especially went out of its way..

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Investment Commentary Investments & Economy Grow

Market Action Update: Revenge of the Bears

The S&P 500 bull market in the United States has finally ended. Beginning March 9, 2009, hitting new record highs on February 19, 2020, and finally ending on March 12, 2020. One of the most hated and reluctant bull runs in history as many investors found reasons to stay in cash after the psychological pain of the Great Financial Recession. 132 straight months climbing multiple walls of worries. The 2009-2020 bull market saw a price return of..

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Investment Commentary Investments & Economy Grow

Market Action Update: Booster Shots

Global equity markets started 2020 priced for a goldilocks scenario: a low interest rate environment, accommodative central banks, a thawing trade war between the United State and China, and a global economy continuing to churn out slow growth a decade after the Great Financial Recession. Even as early macro events threatened investor sentiment (Iran/U.S conflict of 2020, the accidental shooting down of Ukraine International Airlines Flight 752,..

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