Carolyn Nannini Dolan

Directeur/Membre du Conseil chez Fordham University

Profil

Ms. Carolyn N.
Dolan, CFA MBA, is Executive Vice President & Head of Direct Client Investments at Fiera Capital, Inc. She is on the Board of Directors at Fordham University.
In Fiera Capital, she is also a member of the Management Committee.
She also sits on the Fixed Income Investment Committee and Tactical Asset Allocation Committee and directs and manages portfolios for high net worth individuals.
Prior to joining Fiera Capital in October 2015, Ms. Dolan was a co-founder and a Managing Principal of Samson Capital Advisors LLC.
She was a member of the Management Committee, and the Chairman of the Principals Meeting, She was also a Portfolio Manager and served as a member of the Investment Committee.
Prior to Samson, she was a cofounder of OFFITBANK, which in 2002 after the firm’s merger with Wachovia, was restructured and changed to OFFIT Investment Group.
At Wachovia, she was a Senior Vice President and the Senior Managing Director of OFFIT Investment Group.
Prior to OFFITBANK’s purchase by Wachovia, she was responsible for the firm’s high net-worth investment group and was a member of the Management Committee.
She was on the firm’s investment strategy committee and portfolio review committee.
She represented OFFITBANK as a trustee on various fiduciary accounts and worked extensively with clients on asset allocation and manager selection decisions.
From 1978 to 1983 she was associated with Julius Baer Securities, Oppenheimer Capital Corporation and Equitable Life Assurance as a portfolio manager, investment analyst and quantitative analyst.
At Equitable, she was a senior team member in the restructuring of a multi-billion dollar Taft-Hartley Fund.
She received an MS Degree from the Columbia School of Social Work in 1977 and an MBA from Columbia University in 1978.
She graduated from Marymount College in 1968 and was a social worker for the state of New Jersey from 1968 to 1975.
She is also a CFA charterholder.

Postes actifs de Carolyn Nannini Dolan

Sociétés	Poste	Début
Fordham University	Directeur/Membre du Conseil	16/02/2011
Fiera Capital, Inc.	Membre du Comité d'Investissement	30/10/2015

Anciens postes connus de Carolyn Nannini Dolan

Sociétés	Poste	Fin
OFFIT Investment Group	Corporate Officer/Principal	-
Marymount California University	Corporate Officer/Principal	-
OFFITBANK Holdings, Inc.	Corporate Officer/Principal	-
Equitable Financial Life Insurance Co.	Corporate Officer/Principal	-
Oppenheimer Capital	Corporate Officer/Principal	-

Formation de Carolyn Nannini Dolan

Marymount California University	Undergraduate Degree
The Trustees of Columbia University in The City of New York	Graduate Degree