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First Foundation hires managing director of equity investments


First Foundation, a 20-year-old financial institution providing wealth management, consulting, trust and banking services, has appointed Roger B. Palley as managing director of equity investments for its affiliate First Foundation Advisors.

Palley has 45 years of experience in the investment business.

"Roger’s tremendous background and excellent track record in managing equity portfolios will complement our experienced equity team. We are very excited Roger has chosen First Foundation Advisors," says First Foundation chief executive Rick Keller.

Before joining FFA, Palley was a managing director of asset management firm Neuberger Berman Group, where his primary responsibilities included portfolio management, research and analysis of economic trends and industries for both equity and fixed income investments.

"First Foundation Advisors has been a successful money management firm for 20 years, has an excellent reputation and is known for its high quality team of investment professionals," says Palley. "It is very exciting to be able to take my investment philosophy, capabilities and track record to First Foundation and combine our efforts to expand the investment research group with my economic research and portfolio management approach."

Previously, Palley was the vice president and national director of value strategies for Wells Fargo Asset Management, where he managed USD15bn in assets. His experience also includes 14 years as president of Palley-Needelman Asset Management in Newport Beach, California, where he was the firm’s senior investment officer and head of the investment committee.

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