Denver, CO Office
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First Foundation Advisors
Multi-team
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About
First Foundation Advisors provides discretionary and non‑discretionary investment advisory and financial planning services to individuals, families, businesses and retirement plans, and it also accepts engagements from investment companies. The firm serves as a sub‑adviser to registered mutual funds, can recommend private funds on a non‑discretionary basis, and, through its corporate parent FirstSun Capital Bancorp, coordinates referrals for banking, trust and insurance services.
The firm manages client assets using an open‑architecture, multi‑asset approach that draws on equities, fixed income, mutual funds, ETFs, interval and alternative investments and, where appropriate, independent managers; it employs tactical asset allocation and may use options strategies and separate account managers for specialized exposures. First Foundation typically charges asset‑based fees but will consider performance‑based fee arrangements for qualified clients and will not exercise discretionary authority to purchase cryptocurrencies without client authorization.
What is distinctive about the firm is its bank holding company affiliation and operating model: it is owned by FirstSun (and integrated with Sunflower Bank), which results in banking and other financial product relationships, referral arrangements and conflicts of interest that the firm discloses and manages. The firm’s business also includes relatively uncommon activities for peers — acting as a sub‑adviser to mutual funds, servicing investment company clients, and facilitating sales or referrals for other financial products and private funds — alongside documented policies on conflicts, custody and the limited use of AI tools in support of advisory services.
Based on First Foundation Advisors
Expertise
Based on First Foundation Advisors
Location
1400 16th Street, Suite 250
Denver CO 80202
Advisors at this office
4
Advisors at this office
Eric M
CFA®, Series 63, Series 65
Denver, CO
First Foundation Advisors
Eric Micheli is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at First Foundation Advisors in Denver, CO. He previously worked at Logia Portfolio Management LLC and First Western Trust. First Foundation Advisors provides investment advisory and financial planning services to individuals, families, businesses, and retirement plans, managing assets through a multi-asset approach that includes equities, fixed income, alternative investments, and independent managers. The firm operates under a bank holding company structure, offering unique services such as sub-advisory roles to mutual funds and coordinated referrals for banking, trust, and insurance products.
Michael B
CFA®
Denver, CO
First Foundation Advisors
Michael Berens is a CFA® charterholder with two years of industry experience. He is currently an advisor at First Foundation Advisors and previously worked at Logia Portfolio Management LLC and First Western Trust. Berens also spent three years at Indiana University early in his career. First Foundation Advisors provides investment advisory and financial planning services to individuals, families, businesses, retirement plans, and investment companies. The firm employs a multi-asset, open-architecture approach and is distinctive for its affiliation with FirstSun Capital Bancorp, which integrates banking, trust, and insurance services with its advisory offerings.
Brandon H
CFA®
Denver, CO
First Foundation Advisors
Brandon Humphryes is a CFA® charterholder based in Denver, CO, currently with First Foundation Advisors. He has eight years of industry experience, having previously worked at Sunflower Wealth Advisors, First Western Trust, and E*Trade/Trust Company of America. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm employs an open-architecture, multi-asset investment approach and is affiliated with its corporate parent, FirstSun Capital Bancorp, enabling integrated banking and financial product referrals.
John S
CFA®, Series 63, Series 65
Denver, CO
First Foundation Advisors
John Sawyer IV is a CFA charterholder based in Denver, CO, with three years of industry experience. He currently serves as an advisor at First Foundation Advisors and has worked at Feif Capital Partners, Sunflower Bank, and St. Johns Investment Management Company. He also maintains involvement with Jsimco, LLC. First Foundation Advisors offers investment advisory and financial planning services to individuals, families, businesses, and retirement plans, utilizing an open-architecture, multi-asset investment approach. The firm is affiliated with FirstSun Capital Bancorp and Sunflower Bank, providing integrated banking and financial product relationships alongside advisory services.
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