Rick Keller
Gründer bei FIRST FOUNDATION INC.
Vermögen: 14 Mio $ am 30.04.2024
Ursprung des Netzwerks ersten Grades von Rick Keller
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
San Diego State University
48
| College/University | Other Consumer Services | 48 |
| Public Company | Regional Banks | 40 | |
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.
30
| Subsidiary | Investment Managers | 30 |
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.
27
| Subsidiary | Regional Banks | 27 |
Paul Merage School of Business
5
| College/University | Other Consumer Services | 5 |
The CFA Society of Orange County
4
| Private Company | 4 | |
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.
3
| Non-Profit Organization | Investment Trusts/Mutual Funds | 3 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Rick Keller
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| University of California, Irvine | College/University | Doctorate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Corporate Officer/Principal Corporate Officer/Principal Masters Business Admin | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Undergraduate Degree | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The California State University | College/University | Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree | |
| Pepperdine University | College/University | Masters Business Admin Corporate Officer/Principal Masters Business Admin Masters Business Admin | |
| Chapman University | College/University | Director/Board Member Masters Business Admin Undergraduate Degree Undergraduate Degree | |
The Urban Land Institute
 The Urban Land Institute Miscellaneous Commercial ServicesCommercial Services The Urban Land Institute operates as a non-commercial research organization. It provides leadership in the responsible use of land and in creating and sustaining thriving communities worldwide. The company was founded on December 14, 1936 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| California State University-Fullerton | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| University of California, Berkeley | College/University | Doctorate Degree Corporate Officer/Principal Corporate Officer/Principal | |
| University of California | College/University | Director/Board Member Undergraduate Degree Undergraduate Degree | |
Umpqua Bank
 Umpqua Bank Regional BanksFinance Umpqua Bank provides personal and business banking solutions. The firm's service include savings, money markets, online banking and billpay, mobile banking, debit card, and overdraft services. It also offers home loans, express deposits, fraud prevention, merchant and overdraft services. The company was founded in 1953 and is headquartered in Spokane, WA. | Regional Banks | Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | |
Pacific Life Fund Advisors LLC
 Pacific Life Fund Advisors LLC Investment ManagersFinance Pacific Life Fund Advisors LLC (PLFA) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Brian Robertson in 2007 and they are a direct subsidiary of Pacific Life Insurance Co., an indirect, wholly-owned subsidiary of Pacific Mutual Holding Co. PLFA provides discretionary investment advisory services to US open-ended mutual funds and a private investment fund. | Investment Managers | Corporate Officer/Principal Director/Board Member Portfolio Manager-Equities | |
Sunwest Bank
 Sunwest Bank Regional BanksFinance SunWest Bank engages in the provision of commercial banking services. It works with small-medium businesses, privately held corporations, family offices, and real estate developers and investors. The company was founded by James Engbarth in 1969 and is headquartered in Irvine, CA. | Regional Banks | Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal | |
| Stetson University | College/University | Graduate Degree Undergraduate Degree | |
| University of California, Riverside | College/University | Undergraduate Degree Undergraduate Degree | |
| California State University-Northridge | College/University | Undergraduate Degree Undergraduate Degree | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Undergraduate Degree | |
Pacific Life Insurance Co.
 Pacific Life Insurance Co. Life/Health InsuranceFinance Pacific Life Insurance Co. provides insurance products and service. It offers annuities, mutual funds to individuals, businesses and pension plans. The company was founded on May 9th 1868 and is headquartered in Newport Beach, CA. | Life/Health Insurance | Director/Board Member Corporate Officer/Principal | |
| University of San Diego | College/University | Graduate Degree Corporate Officer/Principal | |
Banc of California
 Banc of California Regional BanksFinance Banc of California provides banking services. It offers collection, disbursement, international and online banking services. The firm provides lending solutions to the aviation, healthcare and real estate industries. The company is headquartered in Los Angeles, CA. | Regional Banks | Director/Board Member Director of Finance/CFO | |
Commercial Capital Mortgage
 Commercial Capital Mortgage Finance/Rental/LeasingFinance Part of Financial Institutional Partners Mortgage Co LP, Commercial Capital Mortgage is an American company that provides mortgage lending services. | Finance/Rental/Leasing | President Chief Operating Officer | |
| Orange County Estate Planning Council | Corporate Officer/Principal Corporate Officer/Principal | ||
| ALLERGAN, INC. | Pharmaceuticals: Major | Chief Executive Officer Corporate Officer/Principal | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Graduate Degree Undergraduate Degree | |
| EDWARDS LIFESCIENCES CORPORATION | Medical Specialties | Director/Board Member Chief Executive Officer | |
Texas Capital Bank
 Texas Capital Bank Major BanksFinance Texas Capital Bank provides commercial banking services. It offers credit solutions, treasury and liquidity, mortgage services, private wealth, and personal banking. The company was founded by Jody Grant and C. Keith Cargill on December 18, 1998 and is headquartered in Dallas, TX. | Major Banks | General Counsel Director of Finance/CFO | |
Terracon Corp.
 Terracon Corp. BiotechnologyHealth Technology Part of ChargePoint Technology Ltd., Terracon Corp. is a company that designs, develops, and manufactures single-use products and accessories for mixing, transferring, and storing fluids in the biopharma and life science markets. The company is based in Franklin, MA. The company was founded in 1976. Terracon was acquired by ChargePoint Technology Ltd. on January 05, 2022. | Biotechnology | Director/Board Member | |
Mental Health Systems, Inc.
 Mental Health Systems, Inc. Medical/Nursing ServicesHealth Services Mental Health Systems, Inc. provides mental health and drug and alcohol rehabilitation services. It improves the lives of individuals, families and communities facing substance abuse and behavioral health challenges. The firm services address behavioral health issues through a broad range of prevention, early intervention, integrated treatment, diversion and vocational programs. The company was founded in 1978 by William R. Mead and and Bill Eastwood and is headquartered in San Diego, CA. | Medical/Nursing Services | Corporate Officer/Principal | |
| TANDY LEATHER FACTORY, INC. | Specialty Stores | Director/Board Member | |
The Real Estate Roundtable
 The Real Estate Roundtable Miscellaneous Commercial ServicesCommercial Services The Real Estate Roundtable operates real estate and trade associations. The non-profit company is based in Washington. The CEO of the American company is Jeffrey D. DeBoer. | Miscellaneous Commercial Services | Director/Board Member | |
| KEWEENAW LAND ASSOCIATION, LIMITED | Forest Products | Director/Board Member | |
| VIDLER WATER RESOURCES, INC. | Industrial Machinery | Director/Board Member | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Georgetown University | College/University | Undergraduate Degree | |
| ARROW ELECTRONICS, INC. | Electronics Distributors | Director/Board Member | |
| LIMBACH HOLDINGS, INC. | Miscellaneous | Director/Board Member | |
| FDW LLC | Miscellaneous | Chairman | |
| GRANITE CONSTRUCTION INCORPORATED | Engineering & Construction | Director of Finance/CFO |
Statistik
International
| Vereinigte Staaten | 50 |
| Hong Kong | 2 |
Sektoral
| Consumer Services | 16 |
| Finance | 16 |
| Commercial Services | 5 |
| Health Technology | 5 |
| Consumer Durables | 3 |
Operativ
| Director/Board Member | 233 |
| Corporate Officer/Principal | 189 |
| Undergraduate Degree | 93 |
| President | 57 |
| Independent Dir/Board Member | 50 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| David Pyott | 27 |
| Luan Thuc Nguyen | 25 |
| Garfield Sinclair | 24 |
| James Brakke | 24 |
| Scott Kavanaugh | 24 |
| Susan Doniz | 22 |
| Warren D. Fix | 19 |
| Michael S. Robb | 18 |
| Arthur Taylor | 18 |
| Gerald L. Larsen | 17 |
| Blake Irving | 17 |
| Michael Winer | 15 |
| David DePillo | 15 |
| Brad Horwitz | 15 |
| Jacob Sonenshine | 14 |
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