William Dolan

William Dolan is currently the Director at Pacific Symphony, and they have held this position since December 2021. Prior to their current role, Dolan served as the Senior Vice President, Portfolio Management Managing Director at U.S. Bank from July 2019 to December 2021. In this role, they led a team of portfolio managers who were responsible for providing personalized service and sophisticated investment strategies to clients in Los Angeles, Orange County, and Santa Barbara.

Before joining U.S. Bank, Dolan was the Senior Vice President, Senior Portfolio Manager | California Wealth Management Team Leader at First Bank from May 2013 to June 2019. In this role, they were responsible for the overall development and coordination of wealth management activities in California in addition to maintaining their role as Senior Portfolio Manager.

Dolan began their financial services career as a Wealth Management Financial Advisor at Morgan Stanley from January 2008 to December 2010. William then served as the President of California Private Wealth Management from January 2010 to December 2011 before joining Merrill Lynch as a Wealth Management Portfolio Advisor in January 2011. William remained with Merrill Lynch until December 2013 when they joined First Bank.

William Dolan has a Master of Business Administration (MBA) from Cornell Johnson Graduate School of Management and a BA in Communications from Loyola Marymount University.