Andrew H. Chan, CAIA, Chapter Executive

Managing Director of Portfolio Strategy, First Foundation Advisors

CAIA Member since 2008

Andrew joined First Foundation Advisors in 2015 as a portfolio strategist focusing on portfolio construction, manager research, and investment strategy.

Prior to joining First Foundation Advisors, Mr. Chan was a portfolio manager at U.S. Trust where, in addition to his daily responsibilities, he served as a voting member on 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. Mr. Chan holds the Chartered Alternative Investment Analyst designation and is a Member of the CAIA Association.