Larry Dooley
Chief Investment Officer bij Capital Wealth Management LLC
Profiel
Mr. Lawrence F.
Dooley is a Chief Investment Officer at Capital Wealth Management LLC.
He brings over 25 years of investment management experience to the firm, adding to the robust and diversified investment committee.
Prior to his appointment as Chief Investment Officer at Capital Wealth Management, Mr. Dooley served as Vice President and Portfolio Manager at Woodstock Corp.
where he oversaw individual security analysis, portfolio management and client relationships.
Prior to Woodstock, he served as Senior Analyst and Portfolio Manager at Watch Point Trust Company and Nixon Peabody LLP, where, in addition to client account management, he was instrumental in the adoption of new equity valuation and analytical systems.
His prior experience also includes serving as an Equity Research Analyst and Assistant Portfolio Manager at J.L.
Kaplan Associates and as a Mutual Fund Research Analyst and Editor at Mutual Fund Investors Association.
Mr. Dooley holds an MBA from the F.W.
Olin Graduate School of Business (summa cum laude) and a BS in Investments and Entrepreneurial Studies from Babson College (summa cum laude).
He has been inducted into Beta Gamma Sigma, the international honor society of business, at both the undergraduate and graduate school levels.
He earned the impressive distinction of Chartered Financial Analyst in 1998 and is a member of the CFA Institute and the Boston Security Analysts Society.
Actieve functies van Larry Dooley
| Bedrijven | Functie | Begin |
|---|---|---|
Capital Wealth Management LLC
 Capital Wealth Management LLC Investment ManagersFinance Part of Capital Wealth Holdings LLC, Capital Wealth Management LLC is a financial services company based in West Warwick, RI. The company offers personal wealth management, 401k and retirement plan services, alternative investments, investment management, and other financial products and services. The company prioritizes building and preserving wealth for their clients and creating financial strategies tailored to their goals. Lee Alan Duckworth has been the CEO of the company since 2006. | Chief Investment Officer | 01-03-2017 |
Eerdere bekende functies van Larry Dooley
| Bedrijven | Functie | Einde |
|---|---|---|
Woodstock Corp.
 Woodstock Corp. Investment ManagersFinance Woodstock Corp. is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1929 and is a subsidiary of Sagamore Operations & Management LLC. Woodstock provides wealth management services to individuals and families, pension profit sharing plans, trusts, estates, charitable organizations, and corporations. | Portefeuillebeheerder-Aandelen | 01-02-2017 |
Nixon Peabody Financial Advisors LLC
 Nixon Peabody Financial Advisors LLC Investment ManagersFinance Nixon Peabody Financial Advisors LLC (NPFA) is a wealth management firm and registered investment advisor headquartered in Rochester, New York. The firm is owned and operated by Nixon Peabody LLP and was founded in 2005. NPFA provides investment advice to individuals; pension and profit sharing plans; trusts, estates and charitable organizations; and family limited partnerships and limited liability companies. | Analyst-Equity | 01-09-2010 |
Nixon Peabody Trust Co. LLC
 Nixon Peabody Trust Co. LLC Investment ManagersFinance Nixon Peabody Trust Co. LLC (NPT) is an investment adviser headquartered in Boston, Massachusetts. They are a direct subsidiary of Nixon Peabody LLP. Formerly known as Watch Point Trust Co. LLC, the firm was founded by Charles Gaziano. NPT provides wealth management, financial and investment planning and fiduciary services to individuals and families. | Analyst-Equity | - |
Opleiding van Larry Dooley
| Babson College | Masters Business Admin |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Woodstock Corp.
Woodstock Corp. Investment ManagersFinance Woodstock Corp. is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1929 and is a subsidiary of Sagamore Operations & Management LLC. Woodstock provides wealth management services to individuals and families, pension profit sharing plans, trusts, estates, charitable organizations, and corporations. | Finance |
Nixon Peabody Financial Advisors LLC
Nixon Peabody Financial Advisors LLC Investment ManagersFinance Nixon Peabody Financial Advisors LLC (NPFA) is a wealth management firm and registered investment advisor headquartered in Rochester, New York. The firm is owned and operated by Nixon Peabody LLP and was founded in 2005. NPFA provides investment advice to individuals; pension and profit sharing plans; trusts, estates and charitable organizations; and family limited partnerships and limited liability companies. | Finance |
Nixon Peabody Trust Co. LLC
Nixon Peabody Trust Co. LLC Investment ManagersFinance Nixon Peabody Trust Co. LLC (NPT) is an investment adviser headquartered in Boston, Massachusetts. They are a direct subsidiary of Nixon Peabody LLP. Formerly known as Watch Point Trust Co. LLC, the firm was founded by Charles Gaziano. NPT provides wealth management, financial and investment planning and fiduciary services to individuals and families. | Finance |
Capital Wealth Management LLC
Capital Wealth Management LLC Investment ManagersFinance Part of Capital Wealth Holdings LLC, Capital Wealth Management LLC is a financial services company based in West Warwick, RI. The company offers personal wealth management, 401k and retirement plan services, alternative investments, investment management, and other financial products and services. The company prioritizes building and preserving wealth for their clients and creating financial strategies tailored to their goals. Lee Alan Duckworth has been the CEO of the company since 2006. | Finance |
