First Foundation Advisors

Roger Palley is a CFA® charterholder with 22 years of industry experience. He has been with First Foundation Advisors since 2009. The firm manages discretionary and non-discretionary portfolios for individuals, retirement plans, trusts, and institutions, overseeing more than $5 billion in assets. First Foundation Advisors employs a flexible, open-architecture investment approach that includes equities, fixed income, mutual funds, ETFs, alternative managers, and may incorporate tactical strategies and sub-advisers to meet client needs.

Eric Speron is a CFA® charterholder with 12 years of industry experience, currently serving at First Foundation Advisors in Irvine, CA. He has been with First Foundation Advisors since 2007. Outside of his advisory role, Speron serves as an independent director for Keweenaw Land Association, Limited, Tejon Ranch Co., and Alico, Inc., where he participates in executive oversight and strategic planning. First Foundation Advisors manages discretionary and non-discretionary portfolios for individuals, retirement plans, trusts, and institutions, with over $5 billion in assets under management. The firm employs a flexible, open-architecture investment approach utilizing a range of asset classes and strategies, including equities, fixed income, and alternatives, and provides sub-advisory services and private fund recommendations.

Michelle Nguyen is a CFP® professional with 10 years of industry experience, currently serving at First Foundation Advisors since 2015. She holds the Series 63 designation and is based in Los Angeles, CA. First Foundation Advisors manages discretionary and non-discretionary portfolios for individuals, retirement plans, trusts, and institutions, with over $5 billion in assets under management. The firm employs a flexible, open-architecture investment approach and offers services including traditional portfolio management, financial planning, sub-advisory roles, and access to private investment funds.

Mark Arblaster is a CFP® professional with 28 years of industry experience, currently serving at First Foundation Advisors since 1996. He is based in Irvine, CA, and has spent his entire advisory career with the firm. First Foundation Advisors manages discretionary and non-discretionary portfolios for individuals, retirement plans, trusts, and institutions, overseeing more than $5 billion in assets. The firm employs a flexible, open-architecture investment approach that includes equities, fixed income, mutual funds, ETFs, interval funds, and alternative managers, and offers sub-advisory services and private investment fund recommendations.

Roger Stinnett is a CFP® and PFS™ credentialed financial advisor with 13 years of industry experience. He is currently with First Foundation Advisors, where he has worked in multiple periods since 2011, and he is also the managing member and chief compliance officer of Stinnett Wealth Planning, LLC. While employed at First Foundation Advisors, he no longer accepts clients or earns fees from his own firm. First Foundation Advisors manages discretionary and non-discretionary portfolios for individuals, retirement plans, trusts, and institutions, overseeing more than $5 billion in assets. The firm employs a flexible, open-architecture investment approach that includes equities, fixed income, mutual funds, ETFs, alternative managers, and tactical strategies, and it provides sub-advisory services to registered investment companies.

Joseph Raszewski is a Series 65 licensed financial advisor with First Foundation Advisors in Irvine, CA, where he has worked since 2014. He has nine years of industry experience. First Foundation Advisors manages discretionary and non-discretionary portfolios for individuals, retirement plans, trusts, and institutions, overseeing over $5 billion in assets. The firm employs a flexible, open-architecture investment approach and offers services including portfolio management, financial planning, and sub-advisory to registered investment companies.

William Arechiga is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at First Foundation Advisors with one year at the firm. He has prior experience at City National Bank and Wells Fargo Private Bank, where he worked for seven years each. First Foundation Advisors manages discretionary and non-discretionary portfolios for individuals, retirement plans, trusts, and institutions, with over $5 billion in assets under management. The firm employs a flexible, open-architecture investment approach that includes equities, fixed income, mutual funds, ETFs, and alternative strategies, and offers sub-advisory services as well as access to private investment funds on a non-discretionary basis.

Benjamin Thornhill is a Certified Financial Planner® with 21 years of industry experience. He has been with First Foundation Advisors since 1998. The firm manages discretionary and non-discretionary portfolios for individuals, retirement plans, trusts, and institutions, overseeing more than $5 billion in assets. First Foundation Advisors employs a flexible, open-architecture investment approach that includes equities, fixed income, mutual funds, ETFs, and alternative strategies, and provides sub-advisory services to registered investment companies.

Andrea Matolo is a CFA® charterholder and holds a Series 66 license, with 15 years of experience in the financial industry. She has been with First Foundation Advisors since 2011. First Foundation Advisors manages discretionary and non-discretionary portfolios for individuals, retirement plans, trusts, and institutions, overseeing more than $5 billion in assets. The firm employs a flexible, open-architecture investment approach that includes equities, fixed income, mutual funds, ETFs, interval funds, and alternative managers, and offers sub-advisory services as well as specialized strategies such as tactical tilts and options.

Ricardo Ribeiro is a CFP®-certified financial advisor with five years of industry experience, currently affiliated with First Foundation Advisors in Irvine, CA. He has been with the firm since 2013. First Foundation Advisors manages discretionary and non-discretionary portfolios for individuals, retirement plans, trusts, and institutions, overseeing more than $5 billion in assets. The firm employs a flexible, open-architecture investment approach incorporating a range of asset classes and strategies, and provides sub-advisory services to registered investment companies.

Neil Amor is a CFA® charterholder with 22 years of industry experience. He has been with First Foundation Advisors since 1997. The firm manages discretionary and non-discretionary portfolios for individuals, retirement plans, trusts, and institutions, overseeing more than $5 billion in assets. First Foundation Advisors employs a flexible, open-architecture investment approach that includes equities, fixed income, mutual funds, ETFs, and alternative strategies, and it offers sub-advisory services to registered investment companies.

Stephen Wiechert is a CFP® with 10 years of industry experience, currently serving at First Foundation Advisors since 2014. He holds the Series 63 designation and is based in Irvine, CA. First Foundation Advisors manages discretionary and non-discretionary portfolios for individuals, retirement plans, trusts, and institutions, overseeing more than $5 billion in assets. The firm employs a flexible, open-architecture investment approach that includes equities, fixed income, mutual funds, ETFs, and alternative strategies, and provides sub-advisory services to registered investment companies.

William Pierrepont is a financial advisor with First Foundation Advisors in Los Angeles, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Transamerica, where he also works as a broker addressing life and health insurance needs, and King and Country LLC, where he is involved in video production sales consulting. First Foundation Advisors manages discretionary and non-discretionary portfolios for individuals, retirement plans, trusts, and institutions, overseeing more than $5 billion in assets. The firm employs a flexible, open-architecture investment approach that includes equities, fixed income, mutual funds, ETFs, and alternative strategies, and offers sub-advisory services and private fund recommendations.

Paul Miller is a financial advisor with First Foundation Advisors in Los Angeles, CA, holding Series 63, Series 65, and Series 66 designations and 15 years of industry experience. He has been with First Foundation Advisors since 2012. First Foundation Advisors manages discretionary and non-discretionary portfolios for individuals, retirement plans, trusts, and institutions, overseeing more than $5 billion in assets. The firm employs a flexible, open-architecture investment approach that includes equities, fixed income, mutual funds, ETFs, interval funds, and alternative managers, and offers sub-advisory services and private investment fund recommendations.

Rachel Ribeiro is a CFP® professional with six years of industry experience, currently serving at First Foundation Advisors since 2013. She holds a Series 63 license and is based in Irvine, CA. First Foundation Advisors manages discretionary and non-discretionary portfolios for individuals, retirement plans, trusts, and institutions, with over $5 billion in assets under management. The firm employs a flexible, open-architecture investment approach and offers services including traditional portfolio management, financial planning, and sub-advisory roles for registered investment companies.