First Foundation, a financial institution since 1990, provides integrated investment management, wealth planning, consulting, trust, banking, and insurance services. The company is headquartered in Orange County, California with offices in California, Nevada, and Hawaii.

Finance

First Foundation

First Foundation's headquarters in Irvine, CA, United States

Thomas C. Shafer

Jamie Britton

Hugo Nuno

Stuart Bernstein

Ben Thornhill

Parham Medhat

Simone Lagomarsino

Jody Valdivia

Erica Dorsett

David T. Mitsuuchi

Adrian S. Darmawan

John A. Hakopian

Sam Edelson

Ulrich E. Keller

Gabriel V. Vazquez

Mitchell M. Rosenberg

Max Briggs

Elizabeth A. Pagliarini

David Lake

Jacob P. Sonenshine

Allen Parker

Benjamin Mackovak

Henchy R. Enden

The VP and Manager Roles team at First Foundation encompasses high-level executives and managers who oversee a wide range of critical functions across the company. They are responsible for strategic communications, trust services, strategic initiatives, retail and commercial banking, client services, community development, operations, project management, compliance, digital marketing, cybersecurity, and various other essential areas. This team ensures cohesive operation across all departments, driving the company’s integrated financial services and maintaining regulatory compliance while fostering client relationships and business development.

VP and Manager Roles

The Finance and Risk Management Team at First Foundation is responsible for overseeing the financial health and risk profile of the company. This team manages the company's investment strategies, credit policies, lending practices, tax planning, and compliance with financial regulations. They work to identify, assess, and mitigate financial risks while ensuring institutional stability and supporting strategic growth initiatives.

Finance and Risk Management Team

The Leadership Team at First Foundation is responsible for setting the strategic direction of the company, ensuring the integration of financial services across wealth planning, investment management, and banking. This team collaborates to drive innovation, enhance operational efficiency, and maintain a strong commitment to client service, while overseeing the overall growth and performance of the organization.

Leadership Team

The Client Services Team at First Foundation is responsible for managing and enhancing client relationships by providing comprehensive support and personalized solutions. They handle client inquiries, facilitate account management, assist with financial planning and investment strategies, and ensure seamless implementation of banking and insurance services. This team acts as the primary point of contact to deliver exceptional service and maintain client satisfaction.

Client Services Team

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First Foundation

Org chart

Board & advisors

Teams

VP and Manager Roles

Finance and Risk Management Team

Leadership Team

Client Services Team

Offices

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First Foundation

Org chart

Board & advisors

Teams

VP and Manager Roles

Finance and Risk Management Team

Leadership Team

Client Services Team

Offices

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