SOURCE: First Foundation

First Foundation

December 03, 2009 12:30 ET

Alan G. Remedios Joins First Foundation Advisors as Managing Director of Fixed-Income Investments

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

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