Derek E. Dolan

Consultant Relations Director at Boston Partners Global Investors, Inc.

Derek E. Dolan, CFA, CAIA, serves as the Consultant Relations Director at Boston Partners Global Investors, Inc. since June 2010, where responsibilities include maintaining and developing relationships with investment consultants, analyzing asset allocation policies, and supervising institutional client accounts. Previous roles at Boston Partners include Relationship Manager and Client Service Associate, where Derek managed extensive client portfolios and improved operational processes. Early career experience includes an internship at Goldman Sachs in securities lending operations, a tax internship at Ercolini & Company LLP, and an internship as a financial advisor at Ameriprise Financial Services. Derek holds an MBA from the Indiana University Kelley School of Business and a Bachelor of Science in Business Administration with a focus on Finance and Accounting from Northeastern University.

Location

Boston, United States

Links

Previous companies


Org chart

No direct reports

Teams

This person is not in any teams


Offices


Boston Partners Global Investors, Inc.

1 followers

Boston Partners is a premier provider of value equity investment products that are firmly grounded in fundamental research and are based on a disciplined investment philosophy and process. Boston Partners is focused on investing in companies with attractive value characteristics and strong business fundamentals, where there is a catalyst for positive change. Boston Partners manages a range of investment products including Value Equity, Long/Short Equity, Global and International Equity, Global Long/Short, Small, and Micro Cap Equity. Boston Partners Global Investors, Inc. ("Boston Partners") is an Investment Adviser registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Registration does not imply a certain level of skill or training. Boston Partners is an indirect, wholly owned subsidiary of ORIX Corporation of Japan (“ORIX").


Employees

51-200

Links