First Foundation Advisors
First Foundation Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at First Foundation Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
First Foundation Advisors Salaries. You can even request information on how much does First Foundation Advisors pay if you want to. Learn about salaries, pros and cons of working for First Foundation Advisors directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
13 First Foundation Advisors employees in database. Find out everything there's to know about First Foundation Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
First Foundation Advisors Employees
Freestone Capital Management May 2013 - Present
First Foundation Advisors November 2008 - December 2011
Samsung 2005 - 2007
Citigroup 2003 - 2005
Prudential 1999 - 2003
Skills
Investments, Wealth Management, Estate Planning, Strategic Financial..., Wealth, Retirement Planning, Asset Allocation, Retirement, Wealth Management..., Financial Modeling, Investment Management, Asset Management, High Net Worth..., Finance
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2012
MBA, Marketing, Finance
Georgetown University 2003 — 2005
CFP Program
Sweet Briar College 1995 — 1999
BS, Government, Education
First Foundation Advisors January 2015 - Present
Newport Beach Brewing Company 2011 - Present
Street Scene Equipment Inc. December 2013 - January 2015
Prizes! 2013 - December 2013
The Royal Falconer May 2004 - October 2008
Administrative Assistant March 2003 - June 2006
The Royal Falconer January 2002 - May 2004
County of San Bernardino Tax Collector January 2000 - January 2001
Education
University of California, Riverside
Bachelor of Arts, Interdisciplinary Studies-Business Administration/Sociology
First Foundation Advisors April 2011 - Present
Editorial Review Board for the Journal of Financial Planning March 2008 - Present
Advisory Board for Journal of Financial Planning January 2011 - December 2014
City National Bank December 2005 - April 2011
Ernst & Young, LLP 2002 - 2005
myCFO 2000 - 2002
Ernst & Young/Kenneth Leventhal & Company ** 1990 - 1999
Education
University of Arizona 1985 — 1989
BSBA, Accounting
First Foundation Advisors September 2008 - Present
Lehman Brothers July 2007 - September 2008
US Trust Company October 1993 - July 2007
Security Pacific July 1990 - October 1993
Skills
Alternative Investments, Asset Managment, Strategic Financial..., Financial Advisory, High Net Worth..., Investment Banking, Asset Allocation, Wealth Management, Investments, Private Equity, Equities, Investment Management, Investment Advisory, Investment Strategies, Portfolio Management, Fixed Income, Series 7, Wealth Management..., Asset Management, Financial Planning, Hedge Funds, Loans
Education
Boston University Questrom School of Business 1987 — 1990
BS/BA, Finance
Vermont Academy 1985 — 1986
Sensato Investors January 2015 - Present
First Republic Securities Company January 2013 - January 2015
First Foundation Advisors March 2010 - June 2011
Great Pacific Securities September 2010 - December 2010
Harvey & Company LLC September 2009 - November 2009
Skills
Microsoft Excel, Microsoft Word, Bloomberg, Investments, Financial Analysis, Equities, NetX360
Education
University of California, Irvine 2007 — 2011
B.A., Quantitative Economics
First Foundation Advisors July 2000 - Present
American Express Financial Advisors May 1996 - July 2000
McDonnell Douglas September 1989 - May 1996
Martin Marietta Aerospace June 1984 - September 1989
Skills
Financial Advisory, Strategic Financial..., Wealth Management, Retirement Planning, Investments, Investment Advisory, Banking, Portfolio Management, High Net Worth..., Finance, 401k, Employee Stock Options, Philanthropy
Education
Penn State University 1980 — 1984
Bachelor of Science (B.S.), Engineering Science
First Foundation Advisors November 2009 - Present
Neuberger Berman June 2007 - September 2009
Washington Mutual January 2005 - January 2007
Skills
Spanish, Portuguese, Event Planning, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Marketing, Microsoft Word, Fundraising, Nonprofits, Sales, Leadership, Financial Analysis, Marketing Strategy, Social Media Marketing, Training, New Business Development, Financial Modeling, Advertising, Social Media
Education
University of Arizona 1999 — 2003
First Foundation Advisors January 2015 - Present
U.S. Trust, Bank of America Private Wealth Management July 2007 - January 2014
U.S. Trust Company, N.A. September 2004 - July 2007
Skills
Tactical Asset..., Private Wealth..., Alternative Investments, Portfolio Management, Hedge Funds, Mutual Funds, Fixed Income, Equities, High Net Worth..., Manager Selection, ETFs, Asset Allocation, Investment Management
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Wharton/ US Trust Executive Program, Investment Management
University of California, Riverside 1999 — 2004
Business Administration, Operations and Supply Chain Management
First Republic Bank August 2010 - Present
First Foundation Advisors December 2009 - July 2010
City National Bank 1999 - 2009
U.S. Trust 1994 - 1999
Education
California State Polytechnic University-Pomona 1983 — 1987
Bachelor of Science, Finance
First Foundation Advisors January 2007 - Present
IFF Advisors January 1997 - January 2006
Doud/Hausner September 1988 - December 1998
Beverly Hills Unified School District September 1973 - June 1988
Education
Northwestern University 1960 — 1964
Wiley high school 1952 — 1956
Your Legacy Project 2012 - Present
First Foundation Inc. 2006 - Present
First Foundation Advisors August 1990 - December 2011
Skills
Wealth Management, Banking, Financial Advisory, Wealth Management..., Trust Services, Philanthropy, Strategic Financial..., Estate Planning, Asset Protection, Investment Management, High Net Worth..., Entrepreneurship, Strategy, Management, Investment Advisory, Investments, Retirement Planning, Mergers & Acquisitions, Investment Strategies, Alternative Investments, Personal Finance, Financial Planners, Trusts
Education
UC Berkeley 1978 — 1981
Doctor of Philosophy (Ph.D.), Cognitive Psychology
Cornell University 1960 — 1962
Saint Mary's College of California
Master of Arts (M.A.), Psychology
Sensible Financial Group September 2014 - Present
Office of Linda A. Barlow, CFP® May 2014 - Present
First Foundation Advisors November 2012 - April 2014
H&S Wealth Management October 2010 - November 2012
Private Equity Group, LLC January 2005 - October 2010
Skills
Wealth Management, Asset Allocation, Asset Management, Portfolio Management, Strategic Financial..., Alternative Investments, Retirement Planning, Budgeting, Retirement Income..., Retirement Solutions, Investment Strategies, Investment Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management
BSM, Business Management
First Foundation Advisors 2009 - Present
Education
UCLA Anderson School of Management
Master of Business Administration (MBA), International Finance
Unversity of California, San Diego
Bachelor of Arts (B.A.), Economics