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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| First Foundation Inc. | Trading Supervisor | Jan 2019 to Present | — |
| First Foundation Inc. | Senior Trader | Jan 2016 to Jan 2019 | — |
| First Foundation, Inc. | Trading and Operations Associate | Oct 2012 to Jan 2016 | — |
| First Foundation, Inc. | Operations Associate | Jun 2011 to Oct 2012 | — |
| UCI Libraries | Courier and Student Assistant | Sep 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 Marketing | Project Intern | Apr 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 LLC | Intern Analyst | Jan 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
Others at First Foundation Advisors (8)
| Name | Role | Location |
|---|---|---|
| Portfolio Strategist | Los Angeles, CA , United States | |
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 | |
| VP, CRE Portfolio Manager | Anaheim, CA , United States | |
| AVP, Corporate Portfolio Manager | Sacramento, CA , United States | |
| Analyst | Rocklin, CA , United States |
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