John has contributed significantly to our growth since its inception from overseeing the daily operations and development of our investment management services to his vast expertise in equity research and portfolio analysis
Irvine, Calif. (Vocus) July 8, 2009
Executive vice president and chief portfolio manager John Hakopian has been promoted to president of The Keller Group Investment Management, Inc.
Hakopian will be responsible for managing day-to-day operations at The Keller Group, an Irvine-based firm specializing in investment management and financial planning services to high net worth families, trusts and business entities with a minimum investment of $500,000.
"John has contributed significantly to our growth since its inception from overseeing the daily operations and development of our investment management services to his vast expertise in equity research and portfolio analysis," said Rick Keller, who will remain active as CEO of The Keller Group & Chairman of the Board of First Foundation, Inc. "We congratulate him on his new position."
As executive vice president and chief portfolio manager for The Keller Group, Hakopian was responsible for fixed income research, buy and sell decisions, portfolio analysis and asset allocation for equity, fixed income and cash investments. Hakopian is supported by the firm's equity analysts, who perform quantitative and fundamental research on specific industry sectors and equities.
Hakopian earned a bachelor's degree cum laude in economics from the University of California, Irvine and received a master's degree in business administration from the University of Southern California. He is a member of the Orange County Society of Financial Analysts and the Association for Investment Management and Research.
About First Foundation Inc.
First Foundation Inc. is a private financial firm that offers seamless banking, estate planning, wealth management, philanthropic consulting and trust service. This full-service firm provides complete financial management through its affiliates:
First Foundation Bank - a federally chartered bank that offers FDIC-insured deposit accounts, business, personal and commercial lending, insurance services and trust management;
First Foundation Advisors - a national group of consultants offering estate, investment management and philanthropic planning services to families and individuals who have a net worth exceeding $10 million; and
The Keller Group Investment Management, Inc - a nationally recognized firm providing investment management and financial planning services to high net worth families, trusts and business entities with a minimum investment of $500,000.
First Foundation's goal is to offer clients a single source to handle their investments, insurance, taxes, estate planning, charitable donations and other financial needs. Additional information is available at http://www.firstfoundationinc.com .