Carolyn Nannini Dolan
Director/Board Member at Fordham University
Profile
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.
Carolyn Nannini Dolan active positions
| Companies | Position | Start |
|---|---|---|
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | Director/Board Member | 2011-02-15 |
Fiera Capital, Inc.
 Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Investment Committee Member | 2015-10-29 |
Former positions of Carolyn Nannini Dolan
| Companies | Position | End |
|---|---|---|
OFFIT Investment Group
 OFFIT Investment Group Major BanksFinance OFFITBANK is a New York State chartered trust bank. Originally founded by Morris W. Offit in 1983 as Offit Associates, the firm converted to a trust bank in 1990. In September 1999, they became the flagship wealth management subsidiary of Wachovia Corporation (NYSE: WB). OFFITBANK and their affiliates manage assets in the high grade, high yield, municipal, equity/balanced and emerging markets sectors. Individuals and non-profit institutions account for the majority of these assets. Core equity management is provided by Wachovia | Corporate Officer/Principal | - |
Marymount California University
 Marymount California University Other Consumer ServicesConsumer Services Marymount California University functions as a College/University. It provides educational services. The company is headquartered in Rancho Palos Verdes, CA. | Corporate Officer/Principal | - |
| OFFITBANK Holdings, Inc. | Corporate Officer/Principal | - |
Equitable Financial Life Insurance Co.
 Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Oppenheimer Capital
 Oppenheimer Capital Investment ManagersFinance Founded in 1969, Oppenheimer Capital is an investment advisor firm located in New York City with an additional office in Newport Beach,, California. Oppenheimer Capital is wholly-owned by Allianz Dresdner Asset Management of America LP (formerly PIMCO Advisors LP), which is a subsidiary of Allianz AG (NYSE: AG). The firm is unrelated to OppenheimerFunds and the brokerage firm CIBC Oppenheimer. | Corporate Officer/Principal | - |
Training of Carolyn Nannini Dolan
| Marymount California University | Undergraduate Degree |
| The Trustees of Columbia University in The City of New York | Graduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
Samson Capital Advisors LLC
 Samson Capital Advisors LLC Investment ManagersFinance Founded in 2004, Samson Capital Advisors LLC is a registered investment advisor located in New York City. The firm is a subsidiary of Fiera Capital Corp. (FSZ: Toronto). Samson Capital Advisors provides customized discretionary investment management services to US high net-worth individuals and institutional advisory clients, including affluent families and their foundations. The firm also manages a family of private investment funds, as well as the Samson STRONG Nations Currency Fund, a 1940 Act registered investment company that operates as an open-ended mutual fund. | Finance |
| Wachovia Securities, Inc. | Finance |
| Julius Baer Securities | Finance |
Oppenheimer Capital
Oppenheimer Capital Investment ManagersFinance Founded in 1969, Oppenheimer Capital is an investment advisor firm located in New York City with an additional office in Newport Beach,, California. Oppenheimer Capital is wholly-owned by Allianz Dresdner Asset Management of America LP (formerly PIMCO Advisors LP), which is a subsidiary of Allianz AG (NYSE: AG). The firm is unrelated to OppenheimerFunds and the brokerage firm CIBC Oppenheimer. | Finance |
Equitable Financial Life Insurance Co.
Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY. | Miscellaneous |
| OFFITBANK Holdings, Inc. | Finance |
OFFIT Investment Group
OFFIT Investment Group Major BanksFinance OFFITBANK is a New York State chartered trust bank. Originally founded by Morris W. Offit in 1983 as Offit Associates, the firm converted to a trust bank in 1990. In September 1999, they became the flagship wealth management subsidiary of Wachovia Corporation (NYSE: WB). OFFITBANK and their affiliates manage assets in the high grade, high yield, municipal, equity/balanced and emerging markets sectors. Individuals and non-profit institutions account for the majority of these assets. Core equity management is provided by Wachovia | Finance |
Fiera Capital, Inc.
Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Finance |
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