John Ingram
Plus aucun poste en cours
Profil
Mr. Ingram earned a Bachelor of Arts degree in History from Stanford University, and an MBA from Pepperdine University.
Prior to joining the Keller Group, he was an Investment Specialist with Charles Schwab & Co’s Anaheim Branch for five years, where he served as the AdvisorSource program coordinator.
He earned the CFP designation in 1999 after completing the Personal Financial Planning Certificate curriculum at the University of California, Irvine, and has a background in business management and wholesale distribution from his position as General Manager of Ingram Paper Company, based in the City of Industry.
Mr. Ingram currently serves on the Membership Committee of the Orange County Society of the Financial Planning Association (FPA) and is also a member of PEPNET, Pepperdines Estate Planning Network.
Anciens postes connus de John Ingram
| Sociétés | Poste | Fin |
|---|---|---|
First Foundation Advisors
 First Foundation Advisors Investment ManagersFinance Founded in 1985, First Foundation Advisors is a registered investment advisor located in Irvine, California. The firm was formerly known as Keller Group Investment Management, Inc. They are a subsidiary of First Foundation, Inc. (NASDAQ: FFWM). First Foundation Advisors provides discretionary investment advisory services and/or financial planning services on a stand-alone basis or combined discretionary investment advisory services and financial planning services on a fee-only basis. Their domestic and international clients include individuals, families, family businesses, foundations, corporations and non-profit institutions. | Gestionnaire de Portefeuille-Actions | 31/12/2008 |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Corporate Officer/Principal | - |
Formation de John Ingram
| Stanford University | Undergraduate Degree |
| Pepperdine University | Masters Business Admin |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
First Foundation Advisors
First Foundation Advisors Investment ManagersFinance Founded in 1985, First Foundation Advisors is a registered investment advisor located in Irvine, California. The firm was formerly known as Keller Group Investment Management, Inc. They are a subsidiary of First Foundation, Inc. (NASDAQ: FFWM). First Foundation Advisors provides discretionary investment advisory services and/or financial planning services on a stand-alone basis or combined discretionary investment advisory services and financial planning services on a fee-only basis. Their domestic and international clients include individuals, families, family businesses, foundations, corporations and non-profit institutions. | Finance |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Finance |
