Dawn Ellen Doebler
Portefeuillebeheerder-Aandelen bij The Colony Group LLC
Profiel
Ms. Dawn E.
Doebler is a Senior Wealth Advisor at The Colony Group LLC.
Ms. Doebler has provided wealth management, financial planning and corporate finance solutions for clients for over 25 years.
Prior to joining The Colony Group, Ms. Doebler was a Senior Wealth Advisor & Director of Education at Bridgewater Wealth & Financial Management.
She worked in large corporations including Ford, Nissan and Southern California Edison.
Ms. Doebler earned her Master of Business Administration in Accounting and Corporate Finance from the University of Maryland and her Bachelor of Arts in Financial Planning and Economics from Grove City College, Pennsylvania.
She obtained her Certified Public Accounting (CPA) designation in 2008.
Actieve functies van Dawn Ellen Doebler
| Bedrijven | Functie | Begin |
|---|---|---|
The Colony Group LLC
 The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Portefeuillebeheerder-Aandelen | 01-01-2018 |
Eerdere bekende functies van Dawn Ellen Doebler
| Bedrijven | Functie | Einde |
|---|---|---|
Bridgewater Wealth & Financial Management LLC
 Bridgewater Wealth & Financial Management LLC Investment ManagersFinance Bridgewater Wealth & Financial Management LLC provides investment advice. The company is based in Bethesda, MD. The company was founded in 1996 by Ronald Joseph Rubin. | Corporate Officer/Principal | 01-12-2017 |
Madison Financial Advisors Ltd.
 Madison Financial Advisors Ltd. Investment ManagersFinance Madison Financial Advisors Ltd. (Madison) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by James R. McDermott in 2000 and does business as Madison Wealth Management. In 2024, they were acquired by MAI Capital Management LLC, which is ultimately owned by MAI Capital Management Holdings LLC. Madison provides wealth management services to individuals, families and their related entities, trusts and estates, and family businesses. | Corporate Officer/Principal | 01-05-2016 |
Ferguson Asset Management, Inc.
 Ferguson Asset Management, Inc. Investment ManagersFinance Ferguson Asset Management, Inc. provides investment advice. The private company is based in Potomac, MD. | Corporate Officer/Principal | 01-08-2013 |
Tripp Financial Consultants, Inc.
 Tripp Financial Consultants, Inc. Investment ManagersFinance Tripp Financial Consultants, Inc. provides financial planning and investment advisory services. It serves individuals, families, small businesses, and pension plan trustees. The company was founded by Frederick G. Tripp in 1983 and is headquartered in Rockville, MD. | Corporate Officer/Principal | 21-02-2008 |
Opleiding van Dawn Ellen Doebler
| Grove City College | Undergraduate Degree |
| University of Maryland | Masters Business Admin |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
The Colony Group LLC
The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Finance |
Madison Financial Advisors Ltd.
Madison Financial Advisors Ltd. Investment ManagersFinance Madison Financial Advisors Ltd. (Madison) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by James R. McDermott in 2000 and does business as Madison Wealth Management. In 2024, they were acquired by MAI Capital Management LLC, which is ultimately owned by MAI Capital Management Holdings LLC. Madison provides wealth management services to individuals, families and their related entities, trusts and estates, and family businesses. | Finance |
Ferguson Asset Management, Inc.
Ferguson Asset Management, Inc. Investment ManagersFinance Ferguson Asset Management, Inc. provides investment advice. The private company is based in Potomac, MD. | Finance |
Tripp Financial Consultants, Inc.
Tripp Financial Consultants, Inc. Investment ManagersFinance Tripp Financial Consultants, Inc. provides financial planning and investment advisory services. It serves individuals, families, small businesses, and pension plan trustees. The company was founded by Frederick G. Tripp in 1983 and is headquartered in Rockville, MD. | Finance |
Bridgewater Wealth & Financial Management LLC
Bridgewater Wealth & Financial Management LLC Investment ManagersFinance Bridgewater Wealth & Financial Management LLC provides investment advice. The company is based in Bethesda, MD. The company was founded in 1996 by Ronald Joseph Rubin. | Finance |
