Steven Carle

Steven Carle is AVP, Corporate Portfolio Manager at First Foundation Inc., based in Sacramento, CA. In his current role, he is responsible for managing and optimizing corporate investment portfolios, with oversight of risk assessment and portfolio strategies within the financial services sector. His focus areas include corporate credit, commercial lending, and multi-asset portfolios for institutional clients.

Prior to joining First Foundation Inc. in 2022, Steven was a Commercial Underwriter at Umpqua Bank, where he gained extensive experience in evaluating commercial loans and conducting financial due diligence for a range of business sectors. He previously interned at K.K. Innovative Solutions, further solidifying his analytical and credit risk expertise.

Steven holds a bachelor's degree in Economics from the University of California, Berkeley, and completed the Global and International Studies Program focused on Economics at Meiji Gakuin University in 2019. His expertise encompasses corporate banking, portfolio management, and commercial underwriting, making significant contributions to institutional investment strategy development in the banking and financial services sector.