| Andrew Chan, CAIA, Co-Chief Investment Officer (6)

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.

Election Market Update: Hazy, but Clearer Skies Ahead

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 11/4/20 9:53 AM

3 minute read

While we are still left with questions about the election results, this morning we attempt to unpack what we do know about the election and its impact on your investment portfolio.

de·moc·ra·cy/dəˈmäkrəsē/

Definition of democracy1a: government by the people especially; rule of the majority1b: a government in which the supreme power is vested in the people and exercised by them directly or indirectly through a system of..

Investment Commentary Investments & Economy Grow

Market Action Update: Weather Report – Still Cloudy

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 10/30/20 11:20 AM

3 minute read

This week has been long. No other way to say it. It’s been the busiest week for earnings season, with 39% of the S&P 500 earnings reporting this week. Big tech reported to both investors and to Congress, as three large tech CEOs were grilled on how they moderate speech on their respective platforms. The much anticipated third quarter report for U.S. GDP was finally reported, coming in at +33.1%, the largest single quarter of..

Investments & Economy The Week Ahead Grow

The Week Ahead – The Ides of March

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 10/19/20 10:30 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.

What’s with the month of March? Many investors famously remember March 6, 2009 as the day the S&P 500 index briefly touched 666 intraday as investors faced the edge of the abyss during the Great Financial Crisis. Flash forward to 2020 and I think many of us will remember a few dates. March 13,..

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