| Andrew Chan, CAIA, Co-Chief Investment Officer (23)

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 – A Royal Wedding and Hitting Pause

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 5/21/18 12:34 PM

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.

“You sayThe price of my love’s not a price that you’re willing to payYou cryIn your tea which you hurl in the sea when you see me go byWhy so sad?Remember we made an arrangement when you went awayNow you’re making me madRemember, despite our estrangement, I’m your manYou’ll be back, soon you’ll..

Investments & Economy The Week Ahead Grow

The Week Ahead – Bulls on Parade

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 5/14/18 7:36 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.

After a pretty solid earnings season so far, we finally saw the market break out of its funk, having its best week since March. So far over 90% of S&P 500 companies have reported earnings and first quarter earnings growth is on track to be the best in 7+ years. It’s not all just lower corporate..

Investments & Economy The Week Ahead Grow

The Week Ahead – California Dreamin’

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 5/7/18 7:43 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.

“All the leaves are brown (all the leaves are brown)And the sky is grey (and the sky is grey)I've been for a walk (I've been for a walk)On a winter's day (on a winter's day)I'd be safe and warm (I'd be safe and warm)If I was in L.A. (if I was in L.A.)

California dreamin' (California dreamin')On..

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