 | 18101 Von Karman Ave., Suite 700, Irvine, CA 92612 Phone: 949-202-4100 Fax: 949-202-4189 Toll Free: 888-830-4199 |
| www.firstfoundationinc.com |
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At this festive time of year, I want to extend best wishes to you and your family from all of us at First Foundation. We are committed to bringing in the finest talent we can to serve our clients and I’m proud to announce that Roger B. Palley, CFA and Alan G. Remedios, CFA have joined our First Foundation Advisor’s Portfolio Management team. Roger B. Palley is Managing Director of Equity Investments and Alan G. Remedios is Managing Director of Fixed Income Investments. First Foundation is pleased to welcome two such experienced and highly respected individuals and we believe their joining the team is a tribute to the talent we currently have and to our strategies, philosophy and values. Rick Keller, CFP® CEO, First Foundation Inc. |
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Roger B. Palley brings over 40 years of experience in investment management and a wealth of skill and knowledge to FFA. Prior to joining us, Mr. Palley held prestigious roles including Managing Director at Neuberger Berman and the National Director of Value Strategies at Wells Fargo Asset Management. For 14 years prior to that, he was President of Palley-Needelman Asset Management, Inc. in Newport Beach. He serves as Co-chair of the Southern California endowment committee at SMU. Link to press release: Press Release |  Roger. B Palley, CFA, Managing Director of Equity Investments |
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Alan G. Remedios, CFA, brings substantial experience in managing municipal bond portfolios to FFA. He is responsible for actively managing our fixed income strategy for both taxable and non-taxable accounts. While focusing on tax sensitive investments (municipal bonds) for high net worth individuals, his expertise adds value in corporate and government bonds as well. His specific responsibilities include client relationship management, sector analysis, security selection, credit risk analysis and on-going evaluation of opportunities. Link to press release: Press Release |  Alan G. Remedios CFA, Managing Director of Fixed Income Investmnents |
| Please send your comments or feedback to: yourteam@ff-inc.com | |
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| First Foundation is a 20-year-old financial institution that provides Wealth Management, Consulting, Trust and Banking Services. |
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18101 Von Karman Avenue, Suite 700, Irvine, CA 92612
Phone: 949-202-4100 | Fax: 949-202-4189 | Toll Free: 888-830-4199