| Andrew Chan, CAIA, Co-Chief Investment Officer (16)

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 – Five Hundred Twenty Five Thousand Six Hundred Minutes

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 2/18/19 7:56 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.

Five hundred twenty five thousand six hundred minutes. The opening lines of “Seasons of Love”, the iconic song from the musical RENT. It may sound a bit familiar to those who have been stuck hearing “Let it go” from Disney’s Frozen the last few years (sorry!), as both are sung by Broadway star..

Investments & Economy The Week Ahead Grow

The Week Ahead – The Super Bowl

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 2/4/19 8:34 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.

Can’t keep winning. Too old. Long in the tooth. Close to the end of the cycle. Regression eminent. Wait, are we talking about the U.S. economy or are we talking about the New England Patriots? Six Super Bowl wins in seventeen years (at the expense of our Los Angeles Rams nonetheless). Patriots..

Investments & Economy The Week Ahead Grow

The Week Ahead – The Year Ahead

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 1/3/19 8:09 AM

Every week, we have been writing about what to expect in the markets in each coming day. While this week is no different, we did want to take this first week of the new year to pause and look further out.

Last year served as a kind of counterweight to 2017. As jubilant and unprecedented as 2017 was, 2018 initially brought new highs, such as record highs in late September for domestic equity markets, but ultimately ended with much angst and the..

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