Sherry Lindley
VP, Real Estate Portfolio Manager at First Foundation Advisors
About
Sherry Lindley is the Vice President and Real Estate Portfolio Manager at First Foundation Inc., based in Rancho Santa Margarita, California. In this capacity, she oversees the management and performance of real estate assets within the firm's investment portfolio, with a focus on commercial and residential property investments for institutional and high-net-worth clients. Her responsibilities include portfolio strategy, asset evaluation, and risk management across a diversified set of real estate sectors.
Lindley brings over 16 years of experience in real estate finance and underwriting, having previously served as Vice President, Credit Underwriter at First Foundation Inc. from 2009 to 2019, and as AVP, Commercial Relationship Underwriter at Mutual of Omaha Bank and First Heritage Bank from 2007 to 2009. Her expertise centers on real estate lending, portfolio analysis, and credit risk, with emphasis on investment-grade multifamily, office, and mixed-use developments.
She holds a degree in Real Estate from Orange Coast College and a degree in General Studies from the University of Montana, providing her with a strong foundation in property management and financial analysis. Lindley is recognized for her diligent approach to portfolio management and her contribution to optimizing real estate investment outcomes within the Southern California market.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| First Foundation Inc. | VP, Real Estate Portfolio Manager | Jan 2019 to Present | Responsible for a multi-million dollar credit portfolio comprised of loans ranging from $5,000 to $10 million. Loans include business, commercial and industrial (C&I), commercial real estate (CRE), m... |
| First Foundation Inc. | VP, Credit Underwriter | Jun 2009 to Jan 2019 | Launched and directed the company’s new Construction Loan Division. Established procedures, trained loan officers and assistants on the construction process in 15 locations. Processed, underwrote an... |
| Mutual of Omaha Bank / First Heritage Ban | AVP, Commercial Relationship Underwriter | Apr 2007 to Jun 2009 | Prepare and present extensive commercial loan credit approval memorandums, pre-flights, loan modifications, and extensions to Loan Committee for approval after completing thorough analysis of due dili... |
| Pacific Western Bank | AVP, Commercial Credit Underwriter | Aug 2006 to Apr 2007 | Completed examinations essential for Borrower creditworthiness and proposed lending conditions on business lines of credit, letters of credit, accounts receivable financing and other commercial loans.... |
| Commercial Capital Bank | Commerical Underwriter | Jun 2003 to Aug 2006 | Performed risk analysis required for loan decisions, underwrote and recommend loan terms. |
| New York Life Insurance Company | Life Insurance Agent | Jun 2005 to Jun 2006 | Conducted outside sales presentations while attending NYL University. Marketed via networking and reaching out to any referrals. Prospected via cold and warm calling. |
| Leigh and Associates | Recruiter | Mar 1999 to Jun 2003 | Placed attorneys, legal secretaries, paralegals and support staff. Prospected to potential clients throughout the legal industry to generate new business, while diligently servicing existing accounts... |
| Metropolitan Financial | Operations Manager | Jun 1997 to Dec 1998 | Expanded lending operations for residential mortgages in 22 states. Finalized documentation with the legal department and ensured compliance. Spearheaded and managed all telecommunications in all lo... |
| WME (William Morris Endeavor) / William Morris Agency | Accounting Clerk | Jan 1990 to Jan 1997 | Completed accounting responsibilities for this prestigious talent agency. Handled privileged information with tact and discretion. Liaison between production companies and television networks. |
| Lincoln Property Company | Sales and Assistant Property Manager | Jan 1988 to Jan 1990 | Managed a 102-unit apartment community. Achieved 95-100% occupancy. Floated to other properties. |
| Mary Kay Global | Future Director and Sales Consultant | Jan 1981 to Jan 1987 | Recruited, inspired and supervised 8 Mary Kay Consultants while generating own in home sales. |
Education
Orange Coast College
Real Estate
University of Montana
General Studies
Skills & Expertise
Others at First Foundation Advisors (8)
| Name | Role | Location |
|---|---|---|
 | Portfolio Strategist | Los Angeles, 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 |
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|---|---|---|---|
 | Portfolio Manager | Anfield Capital Management, LLC | Winston-Salem, NC , United States |
K Kevin Vanderbilt | Portfolio Strategist | Anfield Capital Management, LLC | Chicago, IL , United States |
