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Larry Dooley
Directeur en chef des Investissements chez
Capital Wealth Management LLC
Profil
Mr. Lawrence F.
Dooley is a Chief Investment Officer at Capital Wealth Management LLC.
He brings over 25 years of investment management experience to the firm, adding to the robust and diversified investment committee.
Prior to his appointment as Chief Investment Officer at Capital Wealth Management, Mr. Dooley served as Vice President and Portfolio Manager at Woodstock Corp.
where he oversaw individual security analysis, portfolio management and client relationships.
Prior to Woodstock, he served as Senior Analyst and Portfolio Manager at Watch Point Trust Company and Nixon Peabody LLP, where, in addition to client account management, he was instrumental in the adoption of new equity valuation and analytical systems.
His prior experience also includes serving as an Equity Research Analyst and Assistant Portfolio Manager at J.L.
Kaplan Associates and as a Mutual Fund Research Analyst and Editor at Mutual Fund Investors Association.
Mr. Dooley holds an MBA from the F.W.
Olin Graduate School of Business (summa cum laude) and a BS in Investments and Entrepreneurial Studies from Babson College (summa cum laude).
He has been inducted into Beta Gamma Sigma, the international honor society of business, at both the undergraduate and graduate school levels.
He earned the impressive distinction of Chartered Financial Analyst in 1998 and is a member of the CFA Institute and the Boston Security Analysts Society.
Postes actifs de Larry Dooley
| Sociétés | Poste | Début |
|---|---|---|
Capital Wealth Management LLC
 Capital Wealth Management LLC Investment ManagersFinance Capital Wealth Management’s investment committee utilizes a rigorous, data-driven process to identify preferred holdings in all relevant asset classes. Through constant scrutiny and unbiased evaluation, they mitigate risk and moderate the impact of taxes and inflation. | Directeur en chef des Investissements | 01/03/2017 |
Anciens postes connus de Larry Dooley
| Sociétés | Poste | Fin |
|---|---|---|
Woodstock Corp.
 Woodstock Corp. Investment ManagersFinance Woodstock seeks to generate reasonable long-term investment returns while avoiding excess portfolio turnover, and by diversifying portfolios to blunt the extremes of both market and company volatility. The firm generally focuses its investment strategies on the use of high-quality growth equity investments and debt securities. They also manages three sector strategies: energy, healthcare, and technology. Woodstock’s Investment Policy Committee manages the firm’s core buy and sell lists. | Gestionnaire de Portefeuille-Actions | 01/02/2017 |
Nixon Peabody Financial Advisors LLC
 Nixon Peabody Financial Advisors LLC Investment ManagersFinance NPFA utilizes various investment vehicles and managers, depending on each client's specific needs and objectives. They employ a "quality growth at a reasonable price" investment approach. The firm conducts fundamental research that focuses on: earnings growth and consistency; health of the company's balance sheet; quality of management; growth strategy; and competitive advantage. Their investment advice typically involves both tactical and strategic asset allocation. | Analyst-Equity | 01/09/2010 |
Nixon Peabody Trust Co. LLC
 Nixon Peabody Trust Co. LLC Investment ManagersFinance NPT provides their investment advice and management services to clients by developing a strategic investment plan; performing a net-worth analysis; categorizing investment assets; identifying investment goals; creating an investment plan; recommending an appropriate asset allocation; and implementing and monitoring the results of the clients’ portfolio. | Analyst-Equity | - |
Formation de Larry Dooley
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
3
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Woodstock Corp.
Woodstock Corp. Investment ManagersFinance Woodstock seeks to generate reasonable long-term investment returns while avoiding excess portfolio turnover, and by diversifying portfolios to blunt the extremes of both market and company volatility. The firm generally focuses its investment strategies on the use of high-quality growth equity investments and debt securities. They also manages three sector strategies: energy, healthcare, and technology. Woodstock’s Investment Policy Committee manages the firm’s core buy and sell lists. | Finance |
Babson College
 Babson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Nixon Peabody Financial Advisors LLC
Nixon Peabody Financial Advisors LLC Investment ManagersFinance NPFA utilizes various investment vehicles and managers, depending on each client's specific needs and objectives. They employ a "quality growth at a reasonable price" investment approach. The firm conducts fundamental research that focuses on: earnings growth and consistency; health of the company's balance sheet; quality of management; growth strategy; and competitive advantage. Their investment advice typically involves both tactical and strategic asset allocation. | Finance |
Nixon Peabody Trust Co. LLC
Nixon Peabody Trust Co. LLC Investment ManagersFinance NPT provides their investment advice and management services to clients by developing a strategic investment plan; performing a net-worth analysis; categorizing investment assets; identifying investment goals; creating an investment plan; recommending an appropriate asset allocation; and implementing and monitoring the results of the clients’ portfolio. | Finance |
Capital Wealth Management LLC
Capital Wealth Management LLC Investment ManagersFinance Capital Wealth Management’s investment committee utilizes a rigorous, data-driven process to identify preferred holdings in all relevant asset classes. Through constant scrutiny and unbiased evaluation, they mitigate risk and moderate the impact of taxes and inflation. | Finance |
