SOURCE: First Foundation, Inc.

First Foundation, Inc.

April 05, 2011 16:09 ET

Janice Carmen Joins First Foundation Advisors as a Managing Director

IRVINE, CA--(Marketwire - April 5, 2011) - First Foundation is proud to announce that Janice Carmen has joined First Foundation Advisors as a Managing Director. First Foundation is a 20-year-old financial institution that provides integrated investment management, wealth planning, consulting, trust and banking services.

Carmen is responsible for developing and managing client portfolios. She specializes in assisting business owners, corporate executives and high net worth families to create and successfully execute investment management and wealth transfer strategies.

"First Foundation Advisors is extremely pleased Janice will be joining our team and helping expand our business in the San Diego area," said John Hakopian, President of First Foundation Advisors. "Our mission is to enhance the wealth and well-being of our clients. Everyone we hire must share our strong ethics and ideals and communicate them effectively with our clients."

Carmen's twenty-five years of experience working with high-net-worth clientele makes her a great fit for First Foundation.

"I am excited to join First Foundation Advisors," said Carmen. "Their culture is driven by exceptional service. The services offered by the firm are a combination sought after by many of the high-net-worth individuals I am privileged to work with."

Prior to joining First Foundation, Carmen was a Senior Vice President for U.S. Trust. She has also held positions as a Trust & Investment Consultant at City National Bank and as a Regional Area Director at Wells Fargo Private Client Services. She has comprehensive experience in commercial credit, commercial real estate, trade financing, cash management, investment management and trust administration.

Carmen received her certification from the University of California, Riverside in Personal Financial Planning and is a member of the Financial Planning Association. She is also member of the Desert Round Table in Palm Springs, Desert Estate Planning Association and the North County Estate Planning Association in San Diego.

Contact Information

  • Contact:
    Nika Jones
    949.622.3733
    Email Contact

    First Foundation, Inc.
    18101 Von Karman Avenue, Suite 750
    Irvine, CA 92612