| Andrew Chan, CAIA, Co-Chief Investment Officer (28)

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 – Tug of War

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 1/29/18 8:02 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.

2.3%. The U.S. economy’s growth rate for all of 2017. Many were hopeful for a 3.0% reading for the fourth quarter of 2017, however it came in at a still-solid 2.6% on the backs of consumer spending and a large rebound in home construction. Compared to 2016 when the domestic economy grow at 1.5%,..

Investments & Economy The Week Ahead Grow

The Week Ahead – CES: A glimpse of the future?

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 1/22/18 7:55 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 Consumer Electronic Show is like Christmas for the tech lover. This year one of the major highlights was the focus on autonomous driving, with both the Rinspeed Snap and Toyota’s e-Palette concept providing samples of a world with self-driving vehicles. As artificial intelligence becomes more..

Investments & Economy The Week Ahead Grow

The Week Ahead – New Year’s Resolution

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 1/8/18 11:04 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.

A new year, a new you. The start of the year is always a great time to reflect on the past year and to plan for the new year, which of course inevitably means a New Year’s resolution. With week one of the new year finished, are you still on board with your new year’s resolution? After reading..

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