| Andrew Chan, CAIA, Co-Chief Investment Officer (2)

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 – The Conundrum of Cash

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 8/16/21 9:13 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.

Cash. What to do with it. The latest online search reveals that most major national banks are offering a scorching 0.01% for checking and savings accounts. CDs aren’t offering much more, a 7-month CD offering up 0.05% (which is the same rate for a 37-month CD!). Online banks are offering higher..

Investments & Economy The Week Ahead Grow

The Week Ahead – Flashbacks

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 7/19/21 9:50 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 Delta variant is now clearly weighing on investor sentiment as daily headlines from across the globe flash across screens. A USA Basketball player replaced due health and safety reasons. A tennis player testing positive and pulling out from the Tokyo Olympics. The United Kingdom will..

Investments & Economy The Week Ahead Grow

The Week Ahead – The Search for Equilibrium

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 6/28/21 8:49 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.

It’s hard to imagine that in a few short days that we’ll have hit the halfway mark of 2021. Halfway through another year. I’m not sure if it’s just me, but dates seem to move both fast and slow at the same time. 2020 was Groundhog’s Day. Repeat, repeat, and repeat. 2021 has been a mix of that and..

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