Kevin B. Dolan
Geen lopende functies
Profiel
Mr. Kevin B.
Dolan is a Managing Director & Principal at Banyan Partners LLC.
Prior to joining Banyan Partners, he was the Regional Consultant in the Naples office of Fidelity Investments.
He joins Banyan with extensive years of wealth management experience.
Mr. Dolan is former President of The Society of Financial Service Professionals, SW Florida chapter, as well as former President of the International Association of Financial Planners, SW Florida chapter.
Mr. Dolan received his BS and MBA from the New York Institute of Technology.
He has earned the designations of Chartered Life Underwriter, Charted Financial Consultant, and Chartered Advisor for Senior Living from the American College.
Eerdere bekende functies van Kevin B. Dolan
| Bedrijven | Functie | Einde |
|---|---|---|
Banyan Partners LLC
 Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans. | Portefeuillebeheerder-Aandelen | 31-12-2012 |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Opleiding van Kevin B. Dolan
| New York Institute of Technology | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Banyan Partners LLC
Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans. | Finance |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
