Carolyn N. Dolan CFA
Executive Vice President, Head of US Private Wealth
Carolyn Dolan joined Fiera Capital in 2015 following its acquisition of Samson Capital Advisors LLC, a privately-owned investment management firm that was founded in 2004. As a co-founder and Managing Principal at Samson, Ms. Dolan 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.
Currently, Ms. Dolan is Head of Fiera’s US Private Wealth business and is a member of the following committees: Global Private Wealth, Equity ETF and the Fixed Income Investment. She directs and manages portfolios for high net worth individuals and families. Ms. Dolan’s career spans over 40 years in the investment industry, including senior roles at Wachovia and OFFITBANK specializing in fixed income. She was involved in the management of several funds which achieved Morningstar 5-start ratings. Ms. Dolan’s early career included roles at Julius Baer Securities, Oppenheimer Capital Corporation and Equitable Life Assurance.
Ms. Dolan is a Trustee Fellow of Fordham University and has served on the boards of Fordham, the Cathedral School of St. John the Divine and Marymount College. She is presently on the boards of Mutual of America Funds, Inc. and Market Street Trust Company and is a member of The Economic Club of New York and the Women’s Forum of New York.
Ms. Dolan 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.