| Andrew Chan, CAIA, Co-Chief Investment Officer (15)

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 – Spoiler Alerts!

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 4/29/19 9:35 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.

What a weekend for cinematic fans. Avengers: Endgame was released and quickly shattered expectations, hauling in a record-breaking estimate of $350 million during its opening weekend. The Marvel Cinematic Universe spent eleven years to craft their story, beginning with Iron Man back in 2008...

Investments & Economy The Week Ahead Grow

The Week Ahead – The Tiger’s Roar

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 4/15/19 10:27 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.

Counted out repeatedly over the last decade, Tiger Woods stunned critics by winning his 5^th Masters Tournament this weekend. He’s now won the Masters in three different decades – the 1990s, the 2000s, and the 2010s! Now the average “PGA Tour Pro” holds on to their tour card for 3-4 years, and if..

Investments & Economy The Week Ahead Grow

The Week Ahead – Tug O’ War

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 4/1/19 8:15 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.

The first quarter of 2019 will go down as the best quarter for the S&P 500 index since 2009, when we were exiting the Great Financial Recession (but still worried about a double dip!). This is a strong contrast to last year’s fourth quarter, where we briefly saw a bear market. This quarter also..

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