Carolyn N. Dolan

Executive Vice President, Head of US Private Wealth at Fiera Capital Corporation

Carolyn N. Dolan

Carolyn N. Dolan

Executive Vice President, Head of US Private Wealth at Fiera Capital Corporation

Overview
Career Highlights

Samson Capital Advisors LLC
OFFITBANK Holdings, Inc.
Offitbank, Inc.

RelSci Relationships

2038

Number of Boards

8

Number of Awards

1

Contact Data
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Relationships
RelSci Relationships are individuals Carolyn N. Dolan likely has professional access to. A relationship does not necessarily indicate a personal connection.

CIO at Fiera Capital Corporation

Relationship likelihood: Strong

Senior Vice President & Head of Trading at Fiera Capital, Inc.

Relationship likelihood: Strong

Senior Vice President of Direct Client Investments at Fiera Capital, Inc.

Relationship likelihood: Strong

Portfolio Manager at Fiera Capital Corporation

Relationship likelihood: Strong

Senior Vice President & Portfolio Manager at Fiera Capital, Inc.

Relationship likelihood: Strong

Senior Vice President Investment Analyst, Portfolio Manager at Fiera Capital, Inc.

Relationship likelihood: Strong

Co-Founder at Fiera Capital, Inc.

Relationship likelihood: Strong

Senior Vice President & Director of Credit Research at Fiera Capital, Inc.

Relationship likelihood: Strong

President & Chief Executive Officer, US Division at Fiera Capital, Inc.

Relationship likelihood: Strong

Senior Vice President & Portfolio Manager at Fiera Capital, Inc.

Relationship likelihood: Strong

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Carolyn N. Dolan
Executive Vice President, Head of US Private Wealth at Fiera Capital Corporation
Education
MBA
Class of 1978

Columbia Business School (CBS) is the business school of Columbia University in Manhattan, New York City. It was established in 1916 to provide business training and professional preparation for undergraduate and graduate Columbia University students. It is one of six Ivy League business schools and its admission process is among the most selective of top business schools.

MS
Class of 1977

Columbia University School of Social Work is a professional program within Columbia University. With an enrollment of over 900, it is one of the largest social work programs in the United States. It is also the nation’s oldest, with roots extending back to 1898, when the New York Charity Organization Society’s first summer course was announced in The New York Times. The combination of its age and size has led to the School becoming a repository for much of the reference literature in the social work field.

Graduate
Class of 1968

Marymount California University functions as a College/University. It provides educational services. The company is headquartered in Rancho Palos Verdes, CA.

Memberships
Member
Current

The Economic Club of New York is a membership organization with members drawn from the top executive levels of business, industry and finance. The Club is nonpolitical, nonpartisan and nonprofit. Founded in 1907, the Club has served ever since as a major forum for discussion on a wide range of public issues of interest to business people.

Member
Current

The Women's Forum is a community where preeminent New York women leaders of diverse achievement come together to make a difference for each other and to take an active, leadership role in matters of importance to them.

Career History
Co-Founder
2004 - Prior

Samson is a global fixed income investment management boutique. Our mission is to provide our clients the highest quality of customized service and performance. Our culture emphasizes integrity, teamwork, excellence, and innovation. Samson Capital Advisors LLC was founded in the spring of 2004 by senior investment professionals from OFFITBANK, Goldman Sachs, JP Morgan, Kohlberg Kravis Roberts & Co, and MSD Capital.

Quantitative Analyst
Prior

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.

Investment Analyst
Prior

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.

Boards & Committees
Member, Fixed Income Investment Committee
2015 - Current

Fiera Capital offers a broad spectrum of investment strategies across various asset classes, styles and capitalization ranges. For the Equity Strategies, Fiera Capital 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. The firm’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.

Member, Board of Directors
2008 - Current
Member, Board of Directors
Current
Trustee Fellow
Current

Fordham University is a private, nonprofit, coeducational research university based in New York City, United States. It was founded by the Catholic Diocese of New York in 1841 as St. John's College, placed in the care of the Society of Jesus shortly thereafter, and has since become an independent institution under a lay board of trustees, which describes the University as "in the Jesuit tradition." Fordham is composed of ten constituent colleges, four of which are for undergraduates and six of which are for postgraduates. It enrolls approximately 15,000 students across three campuses in New York State: Rose Hill in the Bronx, Lincoln Center in Manhattan, and Westchester in West Harrison. In addition to these campuses, the University maintains a study abroad center in the United Kingdom and field offices in Spain and South Africa. Fordham awards the Bachelor of Arts, Bachelor of Science, and Bachelor of Fine Arts degrees, as well as various master's and doctoral degrees.

Member, Board of Trustees
Prior

Marymount California University functions as a College/University. It provides educational services. The company is headquartered in Rancho Palos Verdes, CA.

Member, Board of Directors
Prior
Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$1,000 - $2,499
2013

Columbia University School of Social Work is a professional program within Columbia University. With an enrollment of over 900, it is one of the largest social work programs in the United States. It is also the nation’s oldest, with roots extending back to 1898, when the New York Charity Organization Society’s first summer course was announced in The New York Times. The combination of its age and size has led to the School becoming a repository for much of the reference literature in the social work field.

N/A
2009

Columbia Business School (CBS) is the business school of Columbia University in Manhattan, New York City. It was established in 1916 to provide business training and professional preparation for undergraduate and graduate Columbia University students. It is one of six Ivy League business schools and its admission process is among the most selective of top business schools.

$1,000 - $2,499
2008

Columbia University School of Social Work is a professional program within Columbia University. With an enrollment of over 900, it is one of the largest social work programs in the United States. It is also the nation’s oldest, with roots extending back to 1898, when the New York Charity Organization Society’s first summer course was announced in The New York Times. The combination of its age and size has led to the School becoming a repository for much of the reference literature in the social work field.

Political Donations
$1,000
2001

Minority Leader at Office of the Senate Minority Leader, Charles Schumer

$1,000
1998

DNC Service Corp. operates a political party. It is an organization which raises fund for the Democratic Party which has been a part of the U.S. political landscape. The company plans the presidential nominating convention, promotes candidates from the local to the national level and sets the party platform. DNC Service was founded in 1848 and is located in Washington, DC.

$1,000
1995

Former President of United States

Awards & Honors
Chartered Financial Analyst
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