Portfolio Manager

Ron Manning

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


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.