Sign in
PC

Phillip Chong

Trading Supervisor at First Foundation Advisors

Irvine, CA , United States

About

Phillip Chong is the Trading Supervisor at First Foundation Inc., headquartered in Irvine, CA, where he leads trading operations across the firm’s investment platform. In his current role, Phillip oversees the execution of equity and fixed income trades, ensures compliance with regulatory standards, and manages a team responsible for supporting the firm’s investment strategies.

Phillip’s expertise spans multiple asset classes, including U.S. equity and fixed income securities, where he specializes in trade execution, portfolio operations, and risk management. His background includes prior roles as Senior Trader and Trading & Operations Associate at First Foundation, developing a comprehensive understanding of institutional trading processes and operational efficiency within registered investment advisory environments.

He holds a B.A. in Business Economics from the University of California, Irvine, which underpins his strong analytical and quantitative skills. Phillip’s contributions have been instrumental in optimizing trade workflows and maintaining operational integrity, supporting First Foundation’s reputation for disciplined investment management in the wealth management sector.

Career History

OrganizationRoleDate RangeDetails
First Foundation Inc.Trading SupervisorJan 2019 to Present
First Foundation Inc.Senior TraderJan 2016 to Jan 2019
First Foundation, Inc.Trading and Operations AssociateOct 2012 to Jan 2016
First Foundation, Inc.Operations AssociateJun 2011 to Oct 2012
UCI LibrariesCourier and Student AssistantSep 2009 to Mar 2011
• Received and prepared requests for documents by students and faculty • Delivered document request to various departments at the University of California Irvine
Social Media MarketingProject InternApr 2010 to Sep 2010
• Conducted quality analysis on company services and activities • Engaged in field and tech research • Performed competitor analysis research
Harvey and Company LLCIntern AnalystJan 2010 to Jan 2010
• Performed strategy based research on companies fitting a certain criteria • Engaged in initial conversation with companies interested in recapitalization or buyout • Contributed in strategic decisio...

Education

University of California, Irvine

B.A., Business Economics

2007 2011

Skills & Expertise

Microsoft Excel
Equities
Business Strategy
Competitive Analysis
Financial Analysis
Investments
Microsoft Word
Strategy
Insurance
Strategic Financial Planning
Financial Modeling
Banking
Time Management
Portfolio Management
Accounting
PowerPoint
Credit
Economics
Real Estate
Research
Financial Services
Bloomberg Terminal

Others at First Foundation Advisors (8)

NameRoleLocation
Csric Dulyea
Csric Dulyea
Portfolio StrategistLos Angeles, CA , United States
S
Sherry Lindley
VP, Real Estate Portfolio ManagerRancho Santa Margarita, CA , United States
C
Celine Ghebbano
Vice President Portfolio ManagementSan Diego, CA , United States
E
Evan Luis
VP, Corporate Banking Portfolio ManagerVancouver, WA , United States
Frances Mendez
Frances Mendez
Commercial Portfolio ManagerNaples, FL , United States
Saied Omar
Saied Omar
VP, CRE Portfolio ManagerAnaheim, CA , United States
Steven Carle
Steven Carle
AVP, Corporate Portfolio ManagerSacramento, CA , United States
Tresia Mckenzie
Tresia Mckenzie
AnalystRocklin, CA , United States

Similar Fund Managers

NameRoleFundLocation
Cameron Baxter
Cameron Baxter
Portfolio ManagerAnfield Capital Management, LLCWinston-Salem, NC , United States
K
Kevin Vanderbilt
Portfolio StrategistAnfield Capital Management, LLCChicago, IL , United States