Profil
Mr. Leonard F.
Dolan is a Vice President & Wealth Advisor at Eaton Vance WaterOak Advisors.
He is responsible for working with foundations, endowments, individuals and families in managing their financial assets and has over 25 years of experience in the investment management industry.
Prior to joining the firm, Mr. Dolan was a Vice President at Scudder Private Investment Counsel for 13 years.
He is also a past President of the Hamilton Wenham Little League and is a member of the Hamilton Wenham Generals Youth Football Board of Directors.
He received his undergraduate degree from the University of Massachusetts and an MBA from Boston University.
He sits on the board of the Hamilton Wenham Education Fund, an endowment supporting the public schools and is a member of the Peabody Essex Museum’s Corporate Committee.
He was recently elected to the Hamilton Wenham Recreation Board.
Anciens postes connus de Len Dolan
| Sociétés | Poste | Fin |
|---|---|---|
Eaton Vance WaterOak Advisors
 Eaton Vance WaterOak Advisors Investment ManagersFinance Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients. | Gestionnaire de Portefeuille-Actions | 01/10/2022 |
| Scudder Private Investment Counsel /Boston Operations/ | Corporate Officer/Principal | 31/12/2003 |
Formation de Len Dolan
| University of Massachusetts | Undergraduate Degree |
| Boston University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Eaton Vance WaterOak Advisors
Eaton Vance WaterOak Advisors Investment ManagersFinance Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients. | Finance |
| Scudder Private Investment Counsel /Boston Operations/ | Finance |