Michelle Nguyen

About Michelle Nguyen

Ms. Nguyen is responsible for developing and managing investment portfolios for high net worthindividuals, families, and endowment funds. She specializes in working with affluent families andtheir advisors, to identify and attain their financial, legacy, and philanthropic goals, whilemaximizing after-tax returns using an appropriate asset allocation. Ms. Nguyen is a Certified Financial Planner and is a member of the Financial Planning Associationand Advisors in Philanthropy. She is a former President of the LA Estate Planning Council, ExecutiveCommittee of the Los Angeles LGBT Center and the USC Board of Governors. Ms. Nguyen was named one of the Top Wealth Managers- Leaders of Influence in 2020 by the LA Business Journal. She received her Bachelor of Arts from the University of California, Irvine, and her MBAfrom the University of Southern California Marshall School of Business.

Experience

1. Sr Managing Director

   First Foundation Inc

   Aug 2008 — Present · Los Angeles, CA, US

   Develop and manage investment portfolios with emphasis on wealth planning, consulting, and private banking.

Education

• UC Irvine

  Bachelor's Degree, Business Economics

• USC Marshall School of Business

  Master of Business Administration (M.B.A.)

  2015

Skills

• Equities
• Management
• Currency Futures
• Business Development
• Wealth Management
• Entrepreneurship
• Alternative Investments
• Event Planning
• Portfolio Management
• Product Development
• Marketing Research
• Wealth
• Sales
• Hedge Funds
• Marketing
• Investments
• Fixed Income
• Asset Managment
• Investment Advisory
• Strategic Planning
• Sales Management
• Strategic Financial Planning
• Wealth Management Services
• Investment Management
• Asset Allocation
• Public Relations
• Corporate Credit
• Brand Management
• Marketing Strategy
• Personal Finance