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Roger Palley, CFA®
Managing Director, Wealth Management
Roger Palley is responsible for equity portfolio management including stock selection and the analysis of economic trends and industries. With 45 years of investment experience, Roger provides clients with his considerable and valued perspectives when managing equity investments.
Prior to joining FirstSun Advisors (formerly First Foundation Advisors), Roger held positions as a Managing Director at Neuberger Berman, LLC where he opened the Newport Beach, California office in 2002. Previously, he was Vice President, National Director of Value Strategies for Wells Fargo Asset Management, managing $15 billion in assets for 14 years and was President of Palley-Needelman Asset Management, Inc., managing $5 billion in assets. He has also held roles with Dreyfus, Oppenheimer and Co., Winrich Capital Management, and Title Insurance and Trust Company.
Roger was awarded the Chartered Financial Analyst (CFA®) designation in 1975 and received his bachelor’s degree in business administration from the University of Denver. He attained his MA in Finance from California State University, Long Beach, and his MA in Accounting from the University of Southern California.
Roger is a Co-chair of the Southern California Endowment Committee at Southern Methodist University and active in the community.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if FirstSun Advisors is engaged, or continues to be engaged, to provide investment advisory services.
Investment advisory services are offered through First Foundation Advisors, an SEC-registered investment adviser. FirstSun Advisors is a tradename used by First Foundation Advisors as it works to integrate names following its merger into the FirstSun Capital Bancorp family of brands. Registration with the SEC does not imply a certain level of skill or training. Investments and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested. FirstSun Advisors is a wholly owned subsidiary of FirstSun Capital Bancorp.