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Carolyn Nannini Dolan
Directeur/Membre du Conseil chez
Fordham University
Profil
Ms. Carolyn N.
Dolan, CFA MBA, is an Executive Vice President & Head of US Private Wealth at Fiera Capital, Inc. She is on the Board of Directors at Fordham University.
She is a member of the following committees: Global Private Wealth, Equity ETF and the Fixed Income Investment.
She directs and manages portfolios for high net worth individuals and families.
She joined Fiera Capital in 2015 following its acquisition of Samson Capital Advisors LLC, a privately-owned investment management firm that was founded in 2004.
As a co-founder and Managing Principal at Samson, Ms. Dolan 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.
Ms. Dolan’s career spans over 40 years in the investment industry, including senior roles at Wachovia and OFFITBANK specializing in fixed income.
She was involved in the management of several funds.
Her early career included roles at Julius Baer Securities, Oppenheimer Capital Corporation and Equitable Life Assurance.
Ms. Dolan 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.
Postes actifs de Carolyn Nannini Dolan
| Sociétés | Poste | Début |
|---|---|---|
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Functions as a College/University | Directeur/Membre du Conseil | 16/02/2011 |
Fiera Capital, Inc.
 Fiera Capital, Inc. Investment ManagersFinance Fiera Capital offers a broad spectrum of investment strategies across various asset classes, styles and capitalization ranges. For the Equity Strategies, the firm takes a long-term investment approach, emphasizing high quality, and consistency of performance. Using a research-focused fundamental bottom-up approach, they seek to identify and invest in companies with a sustainable competitive advantage, growth potential, and attractive valuations. Their investment objective is to seek growth at a reasonable price by investing in a long-only portfolio of equities. Fiera Capital’s Fixed Income Strategies focuses on tax efficiency, real wealth preservation, and the development of non-correlated strategies built on its domestic and multi-currency expertise. | Head-Fixed Income Invts | 01/01/2025 |
Anciens postes connus de Carolyn Nannini Dolan
| Sociétés | Poste | Fin |
|---|---|---|
OFFIT Investment Group
 OFFIT Investment Group Major BanksFinance OFFITBANK individually manages tax-efficient fixed-income portfolios after a careful review of their client's state of residence, special tax considerations, income requirements vs. liquidity needs, financial objectives vs. return objectives, risk tolerance and time horizon. They actively manage portfolios to achieve superior after-tax total returns, seek value primarily in intermediate maturities and diversify portfolios by credit sector and geographic allocation. The fundamental proprietary analysis of their Municipal Research Team guides issuer selection. OFFITBANK enhances investment-grade portfolio returns through the active management of portfolio duration, yield curve positioning and sector allocation. They base investment decisions on their prospective view of the U.S. and global economic environment and their analysis of yield spreads among and within investment grade sectors. The firm structures investment-grade portfolios based on their expectations for interest rate trends and the shape of the yield curve within the parameters of client investment guidelines. They analyze and consider a securities universe of U.S. investment grade issues such as Treasuries, government agencies, MBSs and corporate bonds. The firm's high yield approach emphasizes high current income and capital appreciation. They focus on total return and safety without reaching for the highest yields available in the market and buy and hold quality domestic cash-pay issues that meet fundamental credit criteria. Portfolios primarily hold intermediate maturities of upper-tier credits (B+ or better). For total return fixed-income, they enhance core investment grade portfolio returns through strategic and tactical allocations to high yield fixed-income, hedged non-dollar investment grade and emerging markets fixed-income. OFFITBANK seeks enhanced fixed-income total return through the active management of portfolio duration, sector allocation, yield curve positioning and currency hedging. They base all investment decisions on their view of the U.S. and global economic environment and analysis of yield spreads among and within all fixed-income markets, domestic and foreign. The firm's emerging markets fixed-income strategy is primarily an international high yield corporate bond approach. This approach centers on capital preservation and risk-adjusted U.S. dollar total return with a focus on current yield. They invest primarily in non-investment grade U.S. dollar-denominated Eurobonds of fundamentally sound corporate issuers and select investments within the context of improving regional economic and political market trends. They may also invest opportunistically in locally issued and traded fixed-income securities and U.S. dollar-denominated Brady bonds. They typically hedge any currency exposure. | Corporate Officer/Principal | - |
Marymount California University
 Marymount California University Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | - |
OFFITBANK Holdings, Inc.
 OFFITBANK Holdings, Inc. Financial ConglomeratesFinance Bank holding company | Corporate Officer/Principal | - |
Equitable Financial Life Insurance Co.
 Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Functions as a unit investment trust | Corporate Officer/Principal | - |
Oppenheimer Capital
 Oppenheimer Capital Investment ManagersFinance Oppenheimer manages separate US small-, mid- and large-cap and value equity portfolios and separate non-US international and global equity portfolios. The firm also offers an array of separately managed institutional investment products. Their proprietary research approaches designed to deliver alpha to client portfolios. Oppenheimer's value strategies are designed to generate alpha through research insights that identify securities trading at a discount to intrinsic value. Their value strategy platform contains several equity strategies managed for long-term appreciation over a full market cycle. Their value strategies include large-cap value, mid-cap value, small-cap value, all cap value and balanced value. Oppenheimer's core strategies incorporate a value-oriented investment approach that emphasizes strong management and franchise quality when analyzing companies and identifying attractive investment opportunities. Their core strategy platform is managed for long-term appreciation over a full market cycle and includes large-cap focus, strategic equity, small-cap core and all cap equity. Oppenheimer's growth strategies employ a bottom-up fundamental research approach. The goal is to identify growing businesses through proprietary fundamental research, bearing in mind a long-term investment horizon. They believe this is the best way to identify differentiated insights about a stock's earnings potential and ultimately generate strong returns. Their growth strategies include large-cap growth, mid-cap growth, small-cap growth and 130/30 S/M growth. The firm's global strategies include core and value-oriented investment approaches that emphasize strong management and franchise quality when analyzing companies and identifying attractive investment opportunities. Their global strategy platform is managed for long-term appreciation over a full market cycle and includes international equity and global equity. Oppenheimer's fixed-income strategies incorporate a multi-sector approach investing in U.S. government, agency and corporate bonds. Their fixed-income strategies seek long-term outperformance of client specific benchmarks over a full market cycle. These strategies include fixed-income core, fixed-income core plus, fixed-income intermediate and fixed-income government/corporate. Oppenheimer also offers structured alpha strategies that integrate their proprietary index options approach with underlying fixed income, passive equity or active equity portfolios. The strategies are designed to achieve absolute-return, alpha-enhancement and beta-hedging. One of the key benefits of this approach is the consistently low correlation of the alpha source to the underlying portfolio. These strategies include structured alpha and enhanced index. | Corporate Officer/Principal | - |
Formation de Carolyn Nannini Dolan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
73
Relations au 1er degré
11
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 11 |
|---|---|
Oppenheimer Capital
Oppenheimer Capital Investment ManagersFinance Oppenheimer manages separate US small-, mid- and large-cap and value equity portfolios and separate non-US international and global equity portfolios. The firm also offers an array of separately managed institutional investment products. Their proprietary research approaches designed to deliver alpha to client portfolios. Oppenheimer's value strategies are designed to generate alpha through research insights that identify securities trading at a discount to intrinsic value. Their value strategy platform contains several equity strategies managed for long-term appreciation over a full market cycle. Their value strategies include large-cap value, mid-cap value, small-cap value, all cap value and balanced value. Oppenheimer's core strategies incorporate a value-oriented investment approach that emphasizes strong management and franchise quality when analyzing companies and identifying attractive investment opportunities. Their core strategy platform is managed for long-term appreciation over a full market cycle and includes large-cap focus, strategic equity, small-cap core and all cap equity. Oppenheimer's growth strategies employ a bottom-up fundamental research approach. The goal is to identify growing businesses through proprietary fundamental research, bearing in mind a long-term investment horizon. They believe this is the best way to identify differentiated insights about a stock's earnings potential and ultimately generate strong returns. Their growth strategies include large-cap growth, mid-cap growth, small-cap growth and 130/30 S/M growth. The firm's global strategies include core and value-oriented investment approaches that emphasize strong management and franchise quality when analyzing companies and identifying attractive investment opportunities. Their global strategy platform is managed for long-term appreciation over a full market cycle and includes international equity and global equity. Oppenheimer's fixed-income strategies incorporate a multi-sector approach investing in U.S. government, agency and corporate bonds. Their fixed-income strategies seek long-term outperformance of client specific benchmarks over a full market cycle. These strategies include fixed-income core, fixed-income core plus, fixed-income intermediate and fixed-income government/corporate. Oppenheimer also offers structured alpha strategies that integrate their proprietary index options approach with underlying fixed income, passive equity or active equity portfolios. The strategies are designed to achieve absolute-return, alpha-enhancement and beta-hedging. One of the key benefits of this approach is the consistently low correlation of the alpha source to the underlying portfolio. These strategies include structured alpha and enhanced index. | Finance |
OFFITBANK Holdings, Inc.
OFFITBANK Holdings, Inc. Financial ConglomeratesFinance Bank holding company | Finance |
Fiera Capital, Inc.
Fiera Capital, Inc. Investment ManagersFinance Fiera Capital offers a broad spectrum of investment strategies across various asset classes, styles and capitalization ranges. For the Equity Strategies, the firm takes a long-term investment approach, emphasizing high quality, and consistency of performance. Using a research-focused fundamental bottom-up approach, they seek to identify and invest in companies with a sustainable competitive advantage, growth potential, and attractive valuations. Their investment objective is to seek growth at a reasonable price by investing in a long-only portfolio of equities. Fiera Capital’s Fixed Income Strategies focuses on tax efficiency, real wealth preservation, and the development of non-correlated strategies built on its domestic and multi-currency expertise. | Finance |
OFFIT Investment Group
OFFIT Investment Group Major BanksFinance OFFITBANK individually manages tax-efficient fixed-income portfolios after a careful review of their client's state of residence, special tax considerations, income requirements vs. liquidity needs, financial objectives vs. return objectives, risk tolerance and time horizon. They actively manage portfolios to achieve superior after-tax total returns, seek value primarily in intermediate maturities and diversify portfolios by credit sector and geographic allocation. The fundamental proprietary analysis of their Municipal Research Team guides issuer selection. OFFITBANK enhances investment-grade portfolio returns through the active management of portfolio duration, yield curve positioning and sector allocation. They base investment decisions on their prospective view of the U.S. and global economic environment and their analysis of yield spreads among and within investment grade sectors. The firm structures investment-grade portfolios based on their expectations for interest rate trends and the shape of the yield curve within the parameters of client investment guidelines. They analyze and consider a securities universe of U.S. investment grade issues such as Treasuries, government agencies, MBSs and corporate bonds. The firm's high yield approach emphasizes high current income and capital appreciation. They focus on total return and safety without reaching for the highest yields available in the market and buy and hold quality domestic cash-pay issues that meet fundamental credit criteria. Portfolios primarily hold intermediate maturities of upper-tier credits (B+ or better). For total return fixed-income, they enhance core investment grade portfolio returns through strategic and tactical allocations to high yield fixed-income, hedged non-dollar investment grade and emerging markets fixed-income. OFFITBANK seeks enhanced fixed-income total return through the active management of portfolio duration, sector allocation, yield curve positioning and currency hedging. They base all investment decisions on their view of the U.S. and global economic environment and analysis of yield spreads among and within all fixed-income markets, domestic and foreign. The firm's emerging markets fixed-income strategy is primarily an international high yield corporate bond approach. This approach centers on capital preservation and risk-adjusted U.S. dollar total return with a focus on current yield. They invest primarily in non-investment grade U.S. dollar-denominated Eurobonds of fundamentally sound corporate issuers and select investments within the context of improving regional economic and political market trends. They may also invest opportunistically in locally issued and traded fixed-income securities and U.S. dollar-denominated Brady bonds. They typically hedge any currency exposure. | Finance |
The Trustees of Columbia University in The City of New York
 The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Julius Baer Securities | Finance |
Fordham University
Fordham University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Marymount California University
Marymount California University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Equitable Financial Life Insurance Co.
Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Functions as a unit investment trust | Miscellaneous |
Samson Capital Advisors LLC
 Samson Capital Advisors LLC Investment ManagersFinance Samson Capital Advisors provides customized discretionary investment management services primarily regarding fixed-income securities and currency-related strategies. The firm utilizes an active investment management style that focuses on tax efficiency, real wealth preservation, and the development of non-correlated strategies built on their domestic and multicurrency expertise. Samson's primary preservation philosophy is central to their investment process and is designed to balance clients' desires to maximize after-tax income with their desire to preserve wealth. Their investment process also includes management of interest rate exposure and portfolio structures that anticipate changes in the shape of the yield curve. In addition, Samson employs a strict and thorough credit research process. Portfolios are individually managed and customized with particular attention to specific client considerations such as state of residence, tax status, risk tolerance, income and liquidity needs, and investment time horizon. The firm's investment strategies include: Tax Efficient Fixed-Income; High Grade Fixed-Income; Currencies; and Tax Efficient Inflation Protection. | Finance |
Wachovia Securities, Inc.
 Wachovia Securities, Inc. Investment Banks/BrokersFinance Provides security Brokerage services | Finance |
