Philippe Robert Oertle
Nessuna posizione attualmente
Profilo
Mr. Philippe R.
Oertle, CFA, is a Managing Director at First Foundation Advisors.
Mr. Oertle is responsible for developing and managing investment portfolios and specializes in building relationships with high net worth individuals, families and their professional advisors to identify tailored solutions to their complex needs.
He works closely with First Foundation clients to define objectives, assess risk and develop investment solutions to assist them in reaching their goals.
Prior to joining First Foundation Advisors, Mr. Oertle was employed as a Principal by Citigroup Private Bank.
He held positions as a Private Banker and Investment Counselor at Citi Private Bank in Los Angeles and Switzerland.
Mr. Oertle is an active member of the CFA Los Angeles society acting as a mentor to new candidates.
He received his Bachelor of Science degree Magna Cum Laude in Business Administration with an emphasis in Finance from the University of Southern California, Marshall School of Business.
Precedenti posizioni note di Philippe Robert Oertle
| Società | Posizione | Fine |
|---|---|---|
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. | Gestore di Portafoglio-Azioni | - |
Citigroup Private Bank
 Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Corporate Officer/Principal | - |
Formazione di Philippe Robert Oertle
| University of Southern California | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 2 |
|---|---|
Citigroup Private Bank
Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Finance |
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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