Ulrich E.  Keller, Jr. net worth and biography

Ulrich Keller, Jr. Biography and Net Worth

Chairman of First Foundation

Mr. Keller established the First Foundation Advisors’ predecessor organization in 1990. During the past 24 years he has provided the vision and investment management leadership to create an integrated financial company offering wealth management, consulting, trust and banking services. As the Chairman of the Board he defines and communicates our corporate values throughout the organization and communities we serve. His knowledge of the economy is a key part in delivering investment management services at First Foundation Advisors. He is a recognized leader in the field of investment advisors.

Rick served as a Trustee of the University of California, Irvine Foundation, chair of the Foundation’s Investment Committee, and is a current member of the Investment Committee. Mr. Keller was honored to be selected as consultant to the Investment Advisory Committee of The Regents of the University of California. Mr. Keller is a founding member of The Center for Investment and Wealth Management (CIWM) at UC Irvine’s Paul Merage School of Business. He served as co-chair of CIWM’s Executive Committee and Advisory Board for six years and was also a member of the Dean’s Advisory Board. Mr. Keller is active on several other boards of directors, including the Orange County Sheriff’s Advisory Board.

Mr. Keller is a former executive board member of the UCI Center for Diabetes Treatment and Research. He served as member of the UC Irvine Planned Giving Forum, as well as on its steering committee. He also served as member of the board of directors of the Charles Schwab & Co., Inc.’s Institutional Advisory Board, the Orange County Business Committee for the Arts, and the formerly named Orange County Performing Arts Center (Segerstrom Center for the Arts). At various times, Mr. Keller has served on the City of Irvine’s Investment Committee as chair, the board of directors of Institute of Certified Financial Planners of Orange County, Hoag Hospital Endowment Council, and Planned Giving Round Table of Orange County.

Mr. Keller earned a Bachelor of Science degree in finance from San Diego State University. He completed the financial planning program at the University of Southern California.

What is Ulrich E. Keller, Jr.'s net worth?

The estimated net worth of Ulrich E. Keller, Jr. is at least $9.29 million as of February 29th, 2024. Mr. Keller, Jr. owns 1,230,622 shares of First Foundation stock worth more than $9,291,196 as of March 29th. This net worth estimate does not reflect any other investments that Mr. Keller, Jr. may own. Learn More about Ulrich E. Keller, Jr.'s net worth.

How do I contact Ulrich E. Keller, Jr.?

The corporate mailing address for Mr. Keller, Jr. and other First Foundation executives is 18101 VON KARMAN AVE SUITE 700, IRVINE CA, 92612. First Foundation can also be reached via phone at (469) 638-9636 and via email at [email protected]. Learn More on Ulrich E. Keller, Jr.'s contact information.

Has Ulrich E. Keller, Jr. been buying or selling shares of First Foundation?

Ulrich E. Keller, Jr. has not been actively trading shares of First Foundation during the last ninety days. Learn More on Ulrich E. Keller, Jr.'s trading history.

Who are First Foundation's active insiders?

First Foundation's insider roster includes Sandra Coufal (Director), John Hakopian (Insider), Scott Kavanaugh (CEO), Ulrich Keller, Jr. (Chairman), and Diane Rubin (Director). Learn More on First Foundation's active insiders.

Are insiders buying or selling shares of First Foundation?

In the last twelve months, First Foundation insiders bought shares 3 times. They purchased a total of 17,610 shares worth more than $80,603.50. In the last twelve months, insiders at the bank sold shares 2 times. They sold a total of 55,000 shares worth more than $471,000.00. The most recent insider tranaction occured on February, 29th when Chairman Ulrich E Keller Jr sold 25,000 shares worth more than $204,000.00. Insiders at First Foundation own 10.2% of the company. Learn More about insider trades at First Foundation.

Information on this page was last updated on 2/29/2024.

Ulrich E. Keller, Jr. Insider Trading History at First Foundation

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Ulrich E. Keller, Jr. Buying and Selling Activity at First Foundation

This chart shows Ulrich E. Keller, Jr.'s buying and selling at First Foundation by year and by quarter.

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First Foundation Company Overview

First Foundation logo
First Foundation Inc., through its subsidiaries, provides banking services, investment advisory, wealth management, and trust services to individuals, businesses, and other organizations in the United States. The company operates in two segments, Banking and Wealth Management. It offers a range of deposit products, including personal and business checking accounts, savings accounts, interest-bearing demand deposit accounts, money market accounts, and time certificate of deposits; and loan products consisting of multifamily and single family residential real estate loans, commercial real estate loans, commercial term loans, and line of credits, as well as consumer loans, such as personal installment loans and line of credits, and home equity line of credits. The company also provides various specialized services comprising trust services, online and mobile banking, remote deposit capture services, merchant credit card services, ATM cards, Visa debit cards, and business sweep accounts, as well as insurance brokerage services and equipment financing solutions. In addition, it offers investment management and financial planning services; financial, investment, and economic advisory and related services; and treasury management services, such as bill pay, check/payee/ACH positive pay, wire origination, internal and external transfers, account reconciliation reporting, mobile deposit, lockbox, cash vault services and merchant processing. Further, the company provides support services, including the processing and transmission of financial and economic data for charitable organizations. It operates through a network of branch offices and loan production offices. The company was founded in 1985 and is headquartered in Dallas, Texas.
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Today's Range

Now: $7.55
Low: $7.27
High: $7.58

50 Day Range

MA: $8.29
Low: $6.60
High: $10.93

2 Week Range

Now: $7.55
Low: $3.69
High: $11.47

Volume

918,264 shs

Average Volume

481,232 shs

Market Capitalization

$426.35 million

P/E Ratio

N/A

Dividend Yield

0.54%

Beta

1.23