| Andrew Chan, CAIA, Co-Chief Investment Officer (3)

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 – Car Shopping

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 5/17/21 8:40 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.

Short-term views versus long-term views. Good news versus bad news. We often get asked the age old question, “when will the next recession begin?” Well, the truest answer is always, “sometime after the last one.” What we do know is that the economy is cyclical, correcting itself both when it has..

Investments & Economy The Week Ahead Grow

The Week Ahead – Earnings Season

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 4/26/21 10:48 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.

Data. Lots of it. This week will be a busy one, with heavy doses of economic data combined with company earnings data. On the econ side of things, the latest data continues to show a robust recovery. The Atlanta Fed’s latest forecast for first quarter GDP is running at +8.2% versus Bloomberg’s..

Investments & Economy The Week Ahead Grow

The Week Ahead – RE: starting, evaluating, pricing, turn

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 4/5/21 10:52 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.

Restarting. The data is very clear, the U.S. economy is well on its way to restarting. This past Friday the Institute for Supply Management (ISM) saw the U.S. national factory activity soar to a reading of 64.7 for the month of March. This is the highest level since December 1983! A reading above..

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