Meet the Team

PORTFOLIO SERVICES

Our FFR Portfolio Services team blends strategic insight with personalized attention for each of our client's portfolios. Trust our team to navigate the complexities of the financial landscape, ensuring your portfolio reflects your vision for a secure and prosperous future.


Kenneth Beebe
SVP, Head of Portfolio Services
CA License #0L79272
Alana Storr
Portfolio Operations Analyst

Geordan Vincent
Portfolio Services Associate

"Our team works tirelessly in building and implementing investment strategies while closely monitoring the markets for our clients, so they can focus on what's most important to them."