23 , 2001- - Wilmington Trust , one of the leading wealth management companies in the United States and an expanding presence in Southern California's financial community , announced that Frank C. Dohn , CFA , has joined the company as senior investment officer for the Orange County office
is the third prominent investment management professional in the area to move to Wilmington Trust's Orange County office in the last six months.
...Dohn joins Wilmington Trust with 26 years of investment management experience , most recently at Bankers Trust Co. of California , where he was a director and senior investment officer
is considered a leader in the investment community , nationally as well as in California.He is a governor of the Association for Investment Management and Research , the prestigious global organization of investment professionals , and he is a past president of the Los Angeles Society of Financial Analysts
reports to Webster , who heads the Orange County office.Joining Wilmington Trust offers me the opportunity to more directly participate in the exciting growth of Orange County wealth as well as in the success of one of the nation's oldest and leading wealth managers , Dohn said
.Wilmington Trust has tremendous talent , client relationships , a rich heritage , and a history of stellar results for both clients and shareholders..
According to Dohn , several converging factors in the market make Wilmington Trust's presence in this area opportune
Baby boomers are entering their peak earning years and beginning to inherit more wealth than any other generation in history , Dohn
said.Their life stage and awareness of the need for expert guidance make Wilmington Trust the optimum service provider.This is a company that has successfully guided families for almost 100 years , starting with the du family when their fortune was still relatively new.
Families need a comprehensive , integrated plan for preserving , growing and transferring large-scale assets to their children.Many individuals in this market have been getting by with fragmented financial services ; however , they're reaching a point , particularly with current market volatility , where they want an expert partner who can see their entire picture and integrate it to their particular needs..
Webster , Dohn
, McInnis and Schoenle have spent their entire careers serving clients in the Southern California financial markets.
is someone so respected in our field that we couldn't ask for anyone better.At Wilmington , we have a unique way of customizing our services to the individual.Frank
shares that philosophy and brings technical expertise and perspective that will be instrumental to everything we do..
About Frank C. Dohn , CFAIn addition to serving on the California board of directors for Bankers Trust , Dohn managed senior investment portfolios for the company , which he joined in 1994
.Prior to that , he was senior portfolio manager in Los Angeles for Bank of America's Investment Management Division , where he managed senior flagship bank trust accounts from 1990 to 1994
Firms at which he
previously managed portfolios include Sanwa Bank California , from 1989 to 1990 ; Fiduciary Trust Co. of California
from 1986 to 1989 ; Bank of America
from 1978 to 1985 ; and Hornblower & Weeks-Hemphill , Noyes Inc.
from 1975 to 1977.Dohn is past president and governor of the Los Angeles Society of Financial Analysts and current governor of Association for Investment Management and Research
establishes and maintains standards for investment practitioners and educators.AIMR
has more than 49 , 000 members in more than 100 countries and awards the Chartered Financial Analyst designation.Dohn grew up in Beverly Hills , Calif. , and earned a bachelor of science degree in business administration from the University of Southern California
.He also holds a master's degree in business administration from Woodbury University
Chartered Financial Analyst designation in 1986.
Outside of Wilmington Trust , his
time is primarily directed toward his
professional affiliations and family activities.He
wife of 17 years , JoAnne , have two children , a 14-year-old daughter , Katie , and a 12-year-old son , Alex.They live in San Juan Capistrano , Calif..
About Wilmington TrustWilmington Trust Co.
, a wholly owned subsidiary of Wilmington Trust Corp.
, was founded in 1903 and is the 13th-largest personal trust provider in the United States.