Financial services company First Foundation has appointed Steven Mills as a Portfolio Strategist within the firm’s advisory division.
In his new role, Mills, who will be based out of First Foundation’s West Los Angeles office, will work with a team of investment, planning and trust experts to draw upon the resources of First Foundation Advisors to help clients with the important aspects of their financial well-being.
“Our regional expansion continues as we attract additional talent for our team,” says John Hakopian, President, First Foundation Advisors. “Steve’s experience and background is a perfect fit for delivering our platform of comprehensive wealth management to our clients. He also maintains the same high level of commitment to client service as everyone on our team.”
Mills has over 11 years of investment and wealth management experience. Prior to joining FFA he was a Portfolio Manager at BNY Mellon Wealth Management where he delivered the full spectrum of wealth management services for his clients, which included families, non-profit organisations and endowments. Prior to that he was both a Senior Vice President at The Bessemer Trust Company and a Relationship Manager at The Haverford Companies.
“It is great to be a part of the First Foundation team. Very few financial institutions can offer such a robust solution from a single platform along with the client and community focus of First Foundation,” said Mills. “I couldn’t be more excited to call the firm my new professional home.”
