Jim Garrison
Investment Committee Member bij First Foundation Advisors
Profiel
Mr. James R.
Garrison, CFA, is a Portfolio Manager at First Foundation Advisors.
He is part of the investment team managing First Foundation Advisors’ proprietary Large Cap Value Equity Portfolio as well as the manager of the Dividend Strategy Portfolio.
As a member of the First Foundation Advisors Investment Committee he assists in shaping the portfolio investment process and overall asset allocations.
He joined First Foundation in 1999 after serving as an Internal Audit Consultant for Arthur Andersen, LLP.
Mr. Garrison holds a Bachelor of Science degree in Agricultural and Managerial Economics from the University of California, Davis.
He earned his Chartered Financial Analyst designation in 2003 and is a member of the CFA Society of Los Angeles and the CFA Institute.
Actieve functies van Jim Garrison
| Bedrijven | Functie | Begin |
|---|---|---|
First Foundation Advisors
 First Foundation Advisors Investment ManagersFinance Founded in 1985, First Foundation Advisors is a registered investment advisor located in Irvine, California. The firm was formerly known as Keller Group Investment Management, Inc. They are a subsidiary of First Foundation, Inc. (NASDAQ: FFWM). First Foundation Advisors provides discretionary investment advisory services and/or financial planning services on a stand-alone basis or combined discretionary investment advisory services and financial planning services on a fee-only basis. Their domestic and international clients include individuals, families, family businesses, foundations, corporations and non-profit institutions. | Investment Committee Member | 01-02-1999 |
Eerdere bekende functies van Jim Garrison
| Bedrijven | Functie | Einde |
|---|---|---|
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | 01-01-1999 |
Opleiding van Jim Garrison
| University of California | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
First Foundation Advisors
First Foundation Advisors Investment ManagersFinance Founded in 1985, First Foundation Advisors is a registered investment advisor located in Irvine, California. The firm was formerly known as Keller Group Investment Management, Inc. They are a subsidiary of First Foundation, Inc. (NASDAQ: FFWM). First Foundation Advisors provides discretionary investment advisory services and/or financial planning services on a stand-alone basis or combined discretionary investment advisory services and financial planning services on a fee-only basis. Their domestic and international clients include individuals, families, family businesses, foundations, corporations and non-profit institutions. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
