Phone: (949) 668-7171
Mr. Fields serves as Securities Analyst and is part of the investment team focused on managing First Foundation Advisors’ proprietary High Quality Core portfolio as well as the manager of the Disciplined Growth Equity Strategy Portfolio. As a member of the First Foundation Advisors Investment Committee, Mr. Fields assists in shaping the portfolio investment process, making investment decisions, and developing asset allocations for the portfolios he monitors.
Prior to First Foundation, Mr. Fields was an analyst and Co-Portfolio Manager at Summit Global Management, an investment advisor focused on equity investing across the global water industry.
Mr. Fields received an MBA from Columbia Business School and a BS in Business Administration from Colorado State University. He earned his Chartered Financial Analyst designation in 2011 and is a member of the CFA Society of Orange County and the CFA Institute.