Featured Speaker

Bill Dolan

William Dolan joined First Bank in May of 2013. William is Senior Vice President, Senior Portfolio Manager and California Wealth Management Team Leader for the Wealth Management division with over 20 years of experience in multiple disciplines including investment management, wealth management, real estate investments and asset management.
William is responsible for the overall development and coordination of Investment Management & Trust activities in California in addition to maintaining his role as a Senior Wealth Management Portfolio Manager. Prior to joining First Bank, William was Portfolio Advisor, PIA at Merrill Lynch where he managed investment portfolios for Not for Profit Institutions and Families in the United States. Prior to Merrill Lynch, William was President of California Private Wealth Management, a boutique Investment Firm in Newport Beach CA., and Wealth Manager at Morgan Stanley.
William has a Master of Business Administration from Cornell University –The Johnson School with a Finance and Strategy focus, and a Bachelor‘s Degree from Loyola Marymount University. William is Chairman of the Endowment Committee of the Boys and Girls Club of Laguna Beach, Cornell University representative and Board Director for OC MBA, and is on the Board of Advisors for the Frederick Douglass Family Foundation.