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Jim Garrison, CFA
Jim Garrison, CFA
Portfolio Manager

Mr. Garrison 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.

Mr. Garrison joined First Foundation in 1999 after serving as an Internal Audit Consultant for Arthur Andersen, LLP. He earned his Chartered Financial Analyst designation in 2003 and is a member of the CFA Society of Los Angeles and the CFA Institute.

Mr. Garrison holds a Bachelor of Science degree in Agricultural and Managerial Economics from the University of California, Davis.

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Deposit and loan products offered by First Foundation Bank, Member FDIC and Equal Housing Lender. NMLS #793235.

Investment and Advisory Services provided by First Foundation Advisors, an SEC-Registered Investment Advisor. Trust Services and Insurance Services are offered through First Foundation Bank. First Foundation Insurance Services license number #0H38553.

Investment, Insurance, and Advisory Products and Services:

  • ARE NOT FDIC INSURED
  • ARE NOT BANK GUARANTEED
  • MAY LOSE VALUE
  • ARE NOT A DEPOSIT
  • ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY