First Foundation Advisors

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First Foundation Advisors Employees

Employee
Years
Job
Industry
Jennifer (Jae) Baick, MBA, CFP® Jennifer (Jae) Baick, MBA, CFP® Greater Seattle Area Details
Jennifer (Jae) Baick, MBA, CFP®'s First Foundation Advisors Experience November 2008 - December 2011
Job Director at Freestone Capital Management
Industry Financial Services
Experience
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

Leigh-Ann Hudson Leigh-Ann Hudson Huntington Beach, California Details
Leigh-Ann Hudson's First Foundation Advisors Experience January 2015 - Present
Job Account Services Associate
Industry Financial Services
Experience
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

Roger S. Stinnett, CPA/PFS, CFP®, CIMA® Roger S. Stinnett, CPA/PFS, CFP®, CIMA® Greater Los Angeles Area Details
Roger S. Stinnett, CPA/PFS, CFP®, CIMA®'s First Foundation Advisors Experience April 2011 - Present
Job Managing Director of Wealth Planning at First Foundation Advisors
Industry Financial Services
Experience
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

Thomas Giddings Thomas Giddings Orange County, California Area Details
Thomas Giddings's First Foundation Advisors Experience September 2008 - Present
Job Senior Managing Director & Head of Sales, First Foundation Advisors
Industry Investment Management
Experience
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

Andrew Behti Andrew Behti San Francisco Bay Area Details
Andrew Behti's First Foundation Advisors Experience March 2010 - June 2011
Job Operations Associate at Sensato Investors
Industry Investment Management
Experience
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

Jack Stemper, CFP® Jack Stemper, CFP® Orange County, California Area Details
Jack Stemper, CFP®'s First Foundation Advisors Experience July 2000 - Present
Job Managing Director at First Foundation Advisors
Industry Financial Services
Experience
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

Hilary Shank Hilary Shank Orange County, California Area Details
Hilary Shank's First Foundation Advisors Experience November 2009 - Present
Job Philanthropy Services First Foundation Advisors
Industry Financial Services
Experience
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

Andrew Chan, CAIA Andrew Chan, CAIA Greater Los Angeles Area Details
Andrew Chan, CAIA's First Foundation Advisors Experience January 2015 - Present
Job Portfolio Strategist at First Foundation Advisors
Industry Investment Management
Experience
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

Alan Remedios Alan Remedios Greater Los Angeles Area Details
Alan Remedios's First Foundation Advisors Experience December 2009 - July 2010
Job Managing Director at First Republic Investment Management
Industry Financial Services
Experience
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

Lee Hausner Lee Hausner Greater Los Angeles Area Details
Lee Hausner's First Foundation Advisors Experience January 2007 - Present
Job Senior Managing Director of First Foundation Advisors
Industry Individual & Family Services
Experience
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

Victoria Collins, Ph.D, CFP Victoria Collins, Ph.D, CFP Corona Del Mar, California Details
Victoria Collins, Ph.D, CFP's First Foundation Advisors Experience August 1990 - December 2011
Job Founder, CEO at Your Legacy Project
Industry Financial Services
Experience
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

Jodi Selleck, CFP® Jodi Selleck, CFP® Orange County, California Area Details
Jodi Selleck, CFP®'s First Foundation Advisors Experience November 2012 - April 2014
Job Financial Planner at Sensible Financial Group
Industry Financial Services
Experience
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

Louis Abel Louis Abel Greater Los Angeles Area Details
Louis Abel's First Foundation Advisors Experience 2009 - Present
Job Chief Investment Officer at First Foundation Advisors
Industry Financial Services
Experience
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