| Andrew Chan, CAIA, Co-Chief Investment Officer (4)

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 – Looking Back

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 3/15/21 9:08 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.

1 Year.12 months.365 days.

March 13, 2020 is seared into my memory as it was the last time that I had a meal inside a restaurant in Los Angeles County (for those that crave Oyster Bar style Pan Roast I highly recommend The Dive in Temple City). On March 15everything came to a standstill, as..

Investments & Economy The Week Ahead Grow

The Week Ahead – Book Report

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 2/22/21 9:07 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.

For those who know me well, they know that I love to read. Most of the time I’m juggling anywhere between two to three books at a time. While I do read occasionally on my iPhone, nothing is better than kicking back on a couch with a paperback or hardcover in-hand. As one can imagine, during the..

Investments & Economy The Week Ahead Grow

The Week Ahead – What Happens When the Game Stops?

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 2/1/21 9:02 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.

Month 1 done, 11 months to go. After a week like last week and a month like January, all I can think of is of Russel Crowe’s Academy Award winning character from the movie Gladiator, Maximus Decimus Meridius, declaring after an action packed sequence in the arena, “Are you not entertained?” Civil..

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