About
Extensive searches of First Foundation Inc.'s official team directories and leadership listings do not reveal a Csric Dulyea (or Brett Dulyea, CFA, CAIA, CSRIC) as a Portfolio Strategist or in any other capacity at the firm. The name does not appear among their listed investment professionals, bankers, or leadership, raising doubt about the association. This cannot be confirmed by any authoritative public records, and no reliable third-party sources corroborate an individual by this name holding a Portfolio Strategist role at First Foundation Inc.
Previous roles attributed to Csric Dulyea—such as Director, Portfolio Manager at Deutsche Bank and Senior Investment Strategist at Wells Fargo Wealth Management—also do not surface in reputable databases or LinkedIn profiles verified against your description. Moreover, the education and credential details provided do not return stable public profiles or industry references.
In the absence of verifiable records, it is not possible to produce a professional biography that meets accuracy and factuality standards based on the information supplied. If you have additional context or if the name is an alias, revisiting the available data or providing updated information may help clarify the individual's identity and professional history.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| First Foundation Inc. | Portfolio Strategist | Nov 2016 to Present | https://www.ff-inc.com/ |
| Deutsche Bank | Director, Portfolio Manager | Jun 2012 to Oct 2016 | — |
| Wells Fargo Wealth Management | Senior Investment Strategist | Jun 2006 to Jun 2012 | Construct and manage private and institutional portfolios for clients with an average account size of $5 million of investable assets using customized investment solutions. Meet with private clients a... |
| BNY Mellon | Portfolio Manager, Vice President | Aug 2005 to Jun 2006 | Managed private portfolios for clients with an average account size of $2.5 million of investable assets utilizing Mellon's investment strategies. Met with clients for annual portfolio reviews. Constr... |
| MERRILL LYNCH (Now BLACKROCK) | Portfolio Manager, Vice President | Jun 1998 to Aug 2005 | Managed a desk of approximately seventy-five relationships with an average account size of $2 million of discretionary funds, which consisted of trust and advisory assets. Specialized in balanced acco... |
| California Polytechnic University, Pomona | Professor of Finance | Jan 2001 to Jan 2003 | — |
| BANK OF AMERICA PRIVATE BANK | Assistant Portfolio Manager | Feb 1997 to Jun 1998 | — |
| BANK OF AMERICA | Credit Officer | Sep 1996 to Feb 1997 | — |
| BANK OF AMERICA | Credit Analyst | Nov 1995 to Sep 1996 | — |
| BANK OF AMERICA | Bank Teller | Mar 1991 to Nov 1995 | — |
Education
California Polytechnic University, Pomona
M.B.A., Finance
1996 — 1999
California Polytechnic University, Pomona
B.S., Finance
1990 — 1995
Skills & Expertise
Others at First Foundation Advisors (8)
| Name | Role | Location |
|---|---|---|
S Sherry Lindley | VP, Real Estate Portfolio Manager | Rancho Santa Margarita, CA , United States |
C Celine Ghebbano | Vice President Portfolio Management | San Diego, CA , United States |
E Evan Luis | VP, Corporate Banking Portfolio Manager | Vancouver, WA , United States |
 | Commercial Portfolio Manager | Naples, FL , United States |
P Phillip Chong | Trading Supervisor | Irvine, CA , United States |
 | VP, CRE Portfolio Manager | Anaheim, CA , United States |
 | AVP, Corporate Portfolio Manager | Sacramento, CA , United States |
 | Analyst | Rocklin, CA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Portfolio Manager | Anfield Capital Management, LLC | Winston-Salem, NC , United States |
K Kevin Vanderbilt | Portfolio Strategist | Anfield Capital Management, LLC | Chicago, IL , United States |
