| Andrew Chan, CAIA, Co-Chief Investment Officer (7)

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 – Scorching Summer Segues to September Swoon

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 9/28/20 8:41 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.

In our last Market Action Update we noted how “quiet” the S&P 500 had been during July and August, with zero days seeing daily price moves of +/- 2%. Over the last 18 trading days we’ve seen that 2% threshold breached four times, or about 22% of the time, which has heightened investor angst. One..

Investments & Economy The Week Ahead Grow

The Week Ahead – Reflections

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 9/8/20 10:29 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.

Almost a hundred years ago, 1926 specifically, the S&P 90 index was created which tracked 90 companies and was computed daily instead of weekly, which was the standard at the time. In 1957 the index was expanded to include 500 companies, and has since then become the broad domestic equity index..

Investment Commentary Investments & Economy Grow

Market Action Update: Flashback Friday

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 9/4/20 11:25 AM

Yesterday, domestic equity markets saw one of their most volatile sessions in months as an early morning value rotation trade (investors taking profits in tech stocks and reinvesting in value sectors such as financials and energy) turned into a full-blown broad market selloff, with all S&P 500 sectors selling off. The S&P 500 ended the day down 3.51%, the first time in two months where it traded above or below 2%. Investors have been piling into..

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