| Andrew Chan, CAIA, Co-Chief Investment Officer (33)

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 Boy Who Cried Wolf

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 9/15/17 3:44 PM

Welcome to “The Week Ahead” where each Friday we take a moment to provide our thoughts on what we can expect in markets and the economy for the upcoming week.

Hurricanes! Sanctions! Missiles! Bombs! Global meltdown! North Korea fired another missile over Japan yesterday while another terrorist attack hit London this morning. Yet, the market once again keeps trucking along as both the S&P 500 and Dow hit new record highs this week. After close..

Investments & Economy The Week Ahead Grow

The Week Ahead – Rip Van Winkle

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 9/8/17 8:40 AM

Welcome to “The Week Ahead” where each Friday we take a moment to provide our thoughts on what we can expect in markets and the economy for the upcoming week.

Many of you may be familiar with the story of Rip Van Winkle, written by author Washington Irving. The story tells of a man who wanders into the Catskill Mountains, falls asleep, and wakes up decades later to find that the world has changed dramatically.

If old Rip Van Winkle took a nap..

Investments & Economy The Week Ahead Grow

The Week Ahead – Olé!

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 9/1/17 8:50 AM

Welcome to “The Week Ahead” where each Friday we take a moment to provide our thoughts on what we can expect in markets and the economy for the upcoming week.

Looking beyond our borders next week, investors will be focused on the upcoming European Central Bank meeting next Thursday. Their current asset purchase program is scheduled to expire in December and expectations are that the ECB will implement a tapering program versus a hard stop...

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