Rick Keller
Founder at FIRST FOUNDATION INC.
Net worth: 16 M $ as of 2024-03-30
Profile
Mr. Ulrich E.
Keller, Jr., is a Chairman at First Foundation Bank, an Executive Chairman at First Foundation, Inc., a Chairman at First Foundation Advisors, a Member at Center For Investment & Wealth Management, a Member at The CFA Society of Orange County, a Member at UCI Daniel G.
Aldrich Society and a Member-Investment & Wealth Management Center at Paul Merage School of Business.
He is on the Board of Directors at Institute of Certified Financial Planners of Orange County and Orange County Sheriffs Advisory Council.
As the Chairman of the Board he defines and communicates our corporate values throughout the organization and communities we serve.
His knowledge of the economy is a key part in delivering investment management services at First Foundation Advisors.
He is a recognized leader in the field of investment advisors.
Mr. Keller was previously employed as a Trustee by University of California, Irvine Foundation and an Executive Director by UCI Diabetes Center.
He also served on the board at Charles Schwab & Co., Inc., Hoag Hospital Foundation, Orange County Business Committee for the Arts, Orange County Performing Art Center and Planned Giving Round Table of Orange County.
Mr. Keller earned a Bachelor of Science degree in finance from San Diego State University.
He completed the financial planning program at the University of Southern California.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
FIRST FOUNDATION, INC.
3.83% | 2024-02-28 | 2,159,948 ( 3.83% ) | 16 M $ | 2024-03-30 |
Rick Keller active positions
| Companies | Position | Start |
|---|---|---|
| FIRST FOUNDATION INC. | Founder | 1989-12-31 |
| Paul Merage School of Business | Corporate Officer/Principal | - |
| Center For Investment & Wealth Management | Corporate Officer/Principal | - |
| Orange County Sheriffs Advisory Council | Director/Board Member | - |
First Foundation Advisors
 First Foundation Advisors Investment ManagersFinance Founded in 1985, First Foundation Advisors is a registered investment advisor located in Irvine, California. The firm was formerly known as Keller Group Investment Management, Inc. They are a subsidiary of First Foundation, Inc. (NASDAQ: FFWM). First Foundation Advisors provides discretionary investment advisory services and/or financial planning services on a stand-alone basis or combined discretionary investment advisory services and financial planning services on a fee-only basis. Their domestic and international clients include individuals, families, family businesses, foundations, corporations and non-profit institutions. | Founder | 1985-11-30 |
| UCI Daniel G. Aldrich Society | Corporate Officer/Principal | - |
| The CFA Society of Orange County | Corporate Officer/Principal | - |
First Foundation Bank
 First Foundation Bank Regional BanksFinance First Foundation Bank engages in the provision of commercial banking services. The company was founded in 2007 and is headquartered in Irvine, CA. | Chairman | 1989-12-31 |
| Institute of Certified Financial Planners of Orange County | Director/Board Member | - |
Former positions of Rick Keller
| Companies | Position | End |
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| ░░░░░░░░░░ ░░ ░░░░░░░░░░░ ░░░░░░ ░░░░░░░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | ░░░░░░░░░░ |
| ░░░ ░░░░░░░░ ░░░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | - |
| ░░░░░░░ ░░░░░░ ░░░░░ ░░░░░ ░░ ░░░░░░ ░░░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | - |
| ░░░░░░░ ░░░░░░ ░░░░░ ░░░░ ░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | - |
| ░░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░ ░░░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | - |
Training of Rick Keller
| San Diego State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| FIRST FOUNDATION INC. | Finance |
| Private companies | 14 |
|---|---|
First Foundation Advisors
First Foundation Advisors Investment ManagersFinance Founded in 1985, First Foundation Advisors is a registered investment advisor located in Irvine, California. The firm was formerly known as Keller Group Investment Management, Inc. They are a subsidiary of First Foundation, Inc. (NASDAQ: FFWM). First Foundation Advisors provides discretionary investment advisory services and/or financial planning services on a stand-alone basis or combined discretionary investment advisory services and financial planning services on a fee-only basis. Their domestic and international clients include individuals, families, family businesses, foundations, corporations and non-profit institutions. | Finance |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
Hoag Hospital Foundation
 Hoag Hospital Foundation Investment Trusts/Mutual FundsMiscellaneous Hoag Hospital Foundation raises funds for capital projects, hospital programs and endowment. It offers funds for the hospital's operations, medical research, education and community outreach activities. The company was founded in 1948 and is headquartered in Newport Beach, CA. | Miscellaneous |
| The CFA Society of Orange County | |
University of California, Irvine Foundation
 University of California, Irvine Foundation Investment Trusts/Mutual FundsMiscellaneous University of California, Irvine Foundation engages in the management of private funds to support teaching, research, and public service. The company was founded in 1965 and is headquartered in Irvine, CA. | Miscellaneous |
Orange County Performing Art Center
 Orange County Performing Art Center Movies/EntertainmentConsumer Services Orange County Performing Art Center provides music, dance and theater to the people. The company was founded on sep 29th, 1986 and is headquartered in Costa Mesa, CA. | Consumer Services |
| Orange County Business Committee for the Arts | |
| Orange County Sheriffs Advisory Council | |
First Foundation Bank
First Foundation Bank Regional BanksFinance First Foundation Bank engages in the provision of commercial banking services. The company was founded in 2007 and is headquartered in Irvine, CA. | Finance |
| UCI Daniel G. Aldrich Society | |
| UCI Diabetes Center | |
| Planned Giving Round Table of Orange County | |
| Center For Investment & Wealth Management | |
| Institute of Certified Financial Planners of Orange County |
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