Jim Garrison

Investment Committee Member at First Foundation Advisors

Finance

Commercial Services

Consumer Services

Profile

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.

Jim Garrison active positions

Companies	Position	Start
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	1999-01-31

All active positions of Jim Garrison

Former positions of Jim Garrison

Companies	Position	End
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	1998-12-31

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Training of Jim Garrison

University of California

Undergraduate Degree

Experiences
Positions held

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Private companies

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Connections

100 +

1st degree connections

1st degree companies

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Linked companies

Private companies	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