A closer look at our time-tested, Three Circles approach to investing
Mr. Dolan is a member of the Investor Relations team at Boston Partners. He joined the firm in June 2010 and works as the primary point of contact for a number of investment consulting firms, registered investment advisors and existing institutional investors. Mr. Dolan started with Boston Partners as a Client Service Associate before covering a wide variety of accounts as a Relationship Manager for the firm. Prior to his positions with Boston Partners, he held several longer-term internships within the financial services industry including working on Goldman Sachs’ Securities Lending desk, tax preparation for Ercolini & Company LLP, and working with an advisor at Ameriprise Financial. He holds a B.S. from Northeastern University in business administration with a concentration in finance and accounting and an M.B.A. from the Kelley School of Business at Indiana University. He holds the Chartered Financial Analyst® designation and the Chartered Alternative Investment Analyst designations as well as FINRA licenses 7 and 66. Mr. Dolan began his career in the industry in 2008.
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Ms. Clements is a Research Analyst for Boston Partners, serving on the Sustainability and Engagement team. She joined the firm in January 2024. Ms. Clements is responsible for original ESG/sustainability research on companies held in Boston Partners’ portfolios. She holds dual B.A. degrees in Economics and Psychology from Hobart and William Smith Colleges. Ms. Clements began her career in the industry in 2024.
Investing since 2014.
At Boston Partners since 2023.
Mr. Ferrara is an Equity Trader for Boston Partners. Prior to joining the firm in June 2023, he held the position of senior trader at Man Group. Mr. Ferrara holds a B.S. in Business Management from Suffolk University.
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In our fourth quarter portfolio manager presentations, we dive into the latest quarterly performance-drivers and share our thoughts on the market environment.
Click the link below each video for access to the corresponding presentation.
In our fourth quarter portfolio manager presentations, we dive into the latest quarterly performance-drivers and share our thoughts on the market environment.
Click the link below each video for access to the corresponding presentation.
In our fourth quarter portfolio manager presentations, we dive into the latest quarterly performance-drivers and share our thoughts on the market environment.
Click the link below each video for access to the corresponding presentation.