George Nicola

Role: SVP Chief Investment Officer at First Bank
Location: San Diego, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About George Nicola

Industrious, visionary, and high-performing investment executive and practitioner with…

Experience

SVP Chief Investment Officer
First Bank
Apr 2022 — Present

Skills

Investment Policy Statement Development
Financial Analysis
Equities
Finra
Banking
Life Insurance
Portfolio Management
Team Development & Leadership
Asset Allocation
Financial Planning
Series 24
Risk Management
Sales Process Training & Restructuring
Series 7
Management
Productivity & Performance Improvement
Performance Measurement and Attribution Analysis
Wealth Management
Mutual Funds
Revenue & Profit Growth
Risk Measurement and Attribution Analysis
Investment Advisory
Investment Management
Investment Strategies
Investments
Uniform Combined State Law
Finance
Fixed Income
Financial Services
Manager Search and Selection
Negotiation & Closing Activities
Alternative Investments
Financial Advisory
Asset Management
Retirement Planning
Securities

Contact information

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Work email
•••••@first.bank
Personal email
•••••@•••••.com
Direct dial
+18•••••••00

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Current company

First Bank

Banking · 2.7K employees · Founded 1910

First Bank is a privately held, family-owned bank built for clients who think beyond the next transaction and focus on what comes next across years, decades, and generations. For more than a century, First Bank has been guided by multi-generational ownership and leadership. That perspective shapes how we serve family-owned and privately held businesses: with patience, continuity, and a long-term view of capital, growth, and transition. We understand that for these businesses, financial decisions are rarely isolated. They’re connected to family legacy, leadership succession, and the future of the enterprise itself. Our relationship-driven approach is grounded in stewardship. We invest in lasting partnerships, deep industry expertise, and thoughtful growth so our clients can make confident decisions today while preparing for the realities of tomorrow. Through dedicated teams and specialized resources, including our Center for Family Owned Businesses, we support founders, current leaders, and next generation decision makers as their needs evolve. With a strong presence across the Midwest, California, and Texas, First Bank combines the stability of family ownership with the scale, technology, and capabilities required to serve complex businesses in dynamic markets. We are intentionally built to adapt, grow, and remain relevant so our clients can do the same, generation after generation. Member FDIC. Equal Housing Lender. First Bank does not use LinkedIn as a client service tool and users should refrain from posting personal information. Please contact the First Bank Service Center for client service needs. Privacy policy: https://www.first.bank/About/Disclosures/Privacy-Statement

first.bank

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About George Nicola

Experience

SVP Chief Investment Officer

Skills

Find verified contacts for anyone on LinkedIn