Paul Dokas
Gestionnaire de Portefeuille-Actions chez Longfellow Investment Management Co. LLC
Profil
Mr. James P.
Dokas, CFA MBA, is a Co-Director of Equities & Portfolio Manager at Longfellow Investment Management Co. LLC.
He joined the firm in 2020.
Mr. Dokas was previously employed as a Senior Portfolio Manager & Managing Director by Cadence Capital Management LLC, a Director of Trust Investments by Bell Atlantic Corp., and a Senior Vice President by Macquarie Investment Management Business Trust.
He received his BA degree from Loyola University Maryland, Inc. and an MBA from the University of Maryland.
Postes actifs de Paul Dokas
| Sociétés | Poste | Début |
|---|---|---|
Longfellow Investment Management Co. LLC
 Longfellow Investment Management Co. LLC Investment ManagersFinance Founded in 1986 by John Ciarleglio and David Seeley, Longfellow Investment Management Co. LLC is a registered investment advisor located in Boston, Massachusetts. The firm offers discretionary investment management services primarily to US-based institutions, including banks, corporations, foundations, family offices, insurance companies, mutual funds, pension plans, Taft-Hartley plans, and not-for-profit organizations. | Gestionnaire de Portefeuille-Actions | 01/01/2020 |
Anciens postes connus de Paul Dokas
| Sociétés | Poste | Fin |
|---|---|---|
Cadence Capital Management LLC
 Cadence Capital Management LLC Investment ManagersFinance Cadence Capital Management LLC is an investment advisory firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and is a subsidiary of CCM Holding LLC. Cadence provides investment advisory and supervisory services to institutions, mutual funds, individuals and private pooled investment vehicles. | Gestionnaire de Portefeuille-Actions | 01/01/2020 |
| Bell Atlantic Corp. | Corporate Officer/Principal | - |
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Corporate Officer/Principal | - |
Formation de Paul Dokas
| Loyola University Maryland, Inc. | Undergraduate Degree |
| University of Maryland | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Finance |
| Bell Atlantic Corp. | Communications |
Cadence Capital Management LLC
Cadence Capital Management LLC Investment ManagersFinance Cadence Capital Management LLC is an investment advisory firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and is a subsidiary of CCM Holding LLC. Cadence provides investment advisory and supervisory services to institutions, mutual funds, individuals and private pooled investment vehicles. | Finance |
Longfellow Investment Management Co. LLC
Longfellow Investment Management Co. LLC Investment ManagersFinance Founded in 1986 by John Ciarleglio and David Seeley, Longfellow Investment Management Co. LLC is a registered investment advisor located in Boston, Massachusetts. The firm offers discretionary investment management services primarily to US-based institutions, including banks, corporations, foundations, family offices, insurance companies, mutual funds, pension plans, Taft-Hartley plans, and not-for-profit organizations. | Finance |
