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Alan G. Remedios Joins First Foundation Advisors as Managing Director of Fixed-Income Investments
| Source: First Foundation
IRVINE, CA--(Marketwire - December 3, 2009) - Alan G. Remedios, CFA, brings substantial
experience in managing municipal bond portfolios to First Foundation
Advisors (FFA). He joins FFA as Managing Director of Fixed-Income
Investments for First Foundation Advisors, a subsidiary of First Foundation
Inc.
Remedios is responsible for actively managing the firm's municipal bond
portfolios and fixed-income strategies for both taxable and non taxable
clients. While focusing on municipal bond portfolios for high net worth
clients, his expertise adds tremendous value in our fixed-income strategy.
His specific responsibilities will include sector analysis, security
selection, credit risk analysis and on-going evaluation of opportunities.
First Foundation, through its subsidiaries, provides consulting, wealth and
investment management, banking and trust services to high net worth
clients.
"As I look into the uncertain future, higher taxes and increased volatility
are increasingly certain. I believe that tax-sensitive fixed-income
management is in the 'sweet spot' to benefit from the confluence of these
factors," said Remedios. "My experience in managing high net worth,
fixed-income client relationships and strategies lends itself well to an
already strong investment management effort."
"First Foundation Advisors is extremely pleased to have Alan Remedios, CFA,
join our other professionals in building a first-class investment
management team managing in excess of $1.2 billion," says First Foundation
CEO
Rick Keller, CFP®. "This also allows First Foundation to expand our
market presence into the Pasadena market."
Before joining FFA, Remedios was Senior Vice President and Senior Portfolio
Manager for City National Asset Management (City National Bank), where he
worked since 1999.
While there, he managed the division's fixed-income municipal strategy and
client portfolios and developed and implemented fixed-income strategies on
$3.5 billion in assets under management, comprised of separately managed
high net worth portfolios for individuals, corporations as well as mutual
funds. He also directly managed the CNI Charter California Tax-exempt Bond
Fund (CNTIX).
Remedios joined Wells Fargo Asset Management as an investment officer after
receiving his Bachelor's degree in Finance from California State Pomona.
He then served as Vice President and portfolio manager for U.S. Trust
Company, where he managed municipal bond portfolios for high net worth
clients.
He earned the Chartered Financial Analyst (CFA) designation in 1999.
Remedios is a member of the CFA Institute and the Los Angeles Society of
Financial Analysts (CFA LA).
About First Foundation Inc.
First Foundation offers wealth management, consulting, trust and banking
services through its wholly owned subsidiaries, First Foundation Advisors,
a registered investment advisor, and First Foundation Bank. First
Foundation has been providing financial services to the California market
for 20 years. For information visit www.firstfoundationinc.com.