Rick Keller

Rick Keller

Fondatore presso FIRST FOUNDATION INC.

Patrimonio netto: 14 M $ in data 30/04/2024

67 anni
Finance
Consumer Services
Miscellaneous

Profilo

Mr. Ulrich E.
Keller, Jr., is a Chairman at First Foundation Bank, an Executive Chairman at First Foundation, Inc., a Chairman at First Foundation Advisors, a Member at Center For Investment & Wealth Management, a Member at The CFA Society of Orange County, a Member at UCI Daniel G.
Aldrich Society and a Member-Investment & Wealth Management Center at Paul Merage School of Business.
He is on the Board of Directors at Institute of Certified Financial Planners of Orange County and Orange County Sheriffs Advisory Council.
As the Chairman of the Board he defines and communicates our corporate values throughout the organization and communities we serve.
His knowledge of the economy is a key part in delivering investment management services at First Foundation Advisors.
He is a recognized leader in the field of investment advisors.
Mr. Keller was previously employed as a Trustee by University of California, Irvine Foundation and an Executive Director by UCI Diabetes Center.
He also served on the board at Charles Schwab & Co., Inc., Hoag Hospital Foundation, Orange County Business Committee for the Arts, Orange County Performing Art Center and Planned Giving Round Table of Orange County.
Mr. Keller earned a Bachelor of Science degree in finance from San Diego State University.
He completed the financial planning program at the University of Southern California.

Partecipazioni note in società pubbliche

SocietàDataNumero di azioniValorizzazioneData di valutazione
05/04/2024 2 159 948 ( 3.83% ) 14 M $ 30/04/2024

Posizioni attive di Rick Keller

SocietàPosizioneInizio
FIRST FOUNDATION INC. Fondatore 01/01/1990
Paul Merage School of Business Corporate Officer/Principal -
Center For Investment & Wealth Management Corporate Officer/Principal -
Orange County Sheriffs Advisory Council Direttore/Membro del Consiglio -
Fondatore 01/12/1985
UCI Daniel G. Aldrich Society Corporate Officer/Principal -
The CFA Society of Orange County Corporate Officer/Principal -
Presidente 01/01/1990
Institute of Certified Financial Planners of Orange County Direttore/Membro del Consiglio -
Tutte le posizioni attive di Rick Keller

Precedenti posizioni note di Rick Keller

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Vedi nel dettaglio l'esperienza di Rick Keller

Formazione di Rick Keller

San Diego State University Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Rick Keller

Relazioni

100 +

Relazioni di 1° grado

17

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Società quotate in Borsa1
FIRST FOUNDATION INC.

Finance

Aziende private14

Finance

The CFA Society of Orange County

Miscellaneous

UCI Daniel G. Aldrich Society

UCI Diabetes Center

Finance

Planned Giving Round Table of Orange County

Orange County Sheriffs Advisory Council

Center For Investment & Wealth Management

Finance

Consumer Services

Orange County Business Committee for the Arts

Miscellaneous

Institute of Certified Financial Planners of Orange County

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