First Foundation Investor Presentation Deck slide image

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 nee individuals, families, and businesses. First Foundation is adopted as the name for all affiliates. 2010 2008 Philanthropy Serv 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 Ha 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. 38
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