First Foundation Investor Presentation Deck
A Tradition of Serving Our Clients
History of First Foundation
The Keller Group was
created as an RIA to
provide private
wealth management
services
1990
First Foundation
Bank was created as
a de novo banking
charter.
2007
2004
Created services to
meet the needs of
individuals, families,
and businesses.
First Foundation is
adopted as the
name for all
affiliates.
2010
2008
Philanthropy
Services are added
to complement
HNW business.
First Foundation
Bank acquires
Desert Commercial
Bank.
FIRST FOUNDATION
Copyright © 2023 First Foundation Inc. All Rights Reserved
First Foundation
West Los Angeles
opens for business.
2012
2011
First Foundation
San Diego Office
opens for business.
First Foundation
lists shares on
NASDAQ Global
Stock Market
under ticker
"FFWM"
2014
2013
First Foundation
Las Vegas Office
opens for business.
First Foundation
begins offering
trust services.
First Foundation
Bank opens offices
in Laguna Hills and
Seal Beach.
2016
2015
First Foundation
enters Hawaii
market through
acquisition of
Pacific Rim Bank.
First Foundation
expands in LA with
office in Palos
Verdes Estates
through acquisition
of PBB Bancorp
2018
2017
First Foundation
expands into
Sacramento, Auburn,
and Roseville through
acquisition of
Community 1st
Bancorp
Relocation of
Principal Executive
Office to Dallas, TX.
Expands into
Florida through
acquisition of TGR
Financial.
2021-22
2020
First Foundation
enhances digital
offering through
partnership with
leading FinTech
provider.
The path First Foundation Inc. has taken to provide banking, trust, financial planning, investment management, estate and legacy
planning and consulting services to our clients, all under one roof and all under this level of care, is a path not often traveled. But we
prefer it this way. At First Foundation Inc., we've never taken the easy path, but we've always chosen the right one - for our clients, our
communities, and our stakeholders.
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