Portfolio Manager

Ron Manning

1700 North Broadway
Walnut Creek, CA 94596
(925) 746-2834

Hello!

Ron Manning, Portfolio Manager for First Bank Wealth Management, is based in Walnut Creek, CA, and serves individuals and institutions across the state of California. Possessing over 20 years of financial services experience, he has a deep knowledge of investment analysis, portfolio management, and risk assessment. With a proven ability to navigate complex financial markets, Ron’s expertise extends across traditional and alternative asset classes. In his role at First Bank, Ron crafts tailored portfolio strategies to help clients meet their investment objectives and goals while managing portfolio constraints.

How can I help you achieve your goals?

My Specialties
  • Investment Portfolio Review
  • Investment Plan Development
  • Public and Private Market Fund Due Diligence

Ron graduated from Rice University, earning a Bachelor of Arts in Policy Study, and continued his education at Texas Tech University where he earned a Master of Science in Finance with honors. In addition, he has his Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) certifications. He’s also a member of the CFA Society of San Francisco.
Look forward to the future.
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Investment Management Account
Investment and insurance products are offered through OSAIC INSTITUTIONS, INC., Member FINRA/SIPC. Osaic Institutions and First Bank are not affiliated. Osaic Institutions does insurance business in California as Osaic Institutions Insurance Agency, CA Agency License #OH30186. Products and investment advisory services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. First Bank Wealth Management is a trade name of First Bank, and certain products and services are provided through First Bank, and its affiliates and subsidiaries. Neither Osaic Institutions or First Bank, nor any of their affiliates or financial advisors, provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Use FINRA’s BrokerCheck to learn about the professional background, certifications, licenses, and any regulatory violations or complaints for any financial advisor.