Jim Garrison
Membro del Comitato di Investimento presso First Foundation Advisors
Profilo
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.
Posizioni attive di Jim Garrison
Società | Posizione | Inizio |
---|---|---|
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. | Membro del Comitato di Investimento | 01/02/1999 |
Precedenti posizioni note di Jim Garrison
Società | Posizione | Fine |
---|---|---|
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 |
Formazione di Jim Garrison
University of California | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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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 |
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 |
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