Our singular focus has led a range of clients to trust us in managing their assets, from foundations and pension funds to individuals, families and others. Some of these relationships have lasted for years, even decades. Meet the people who make these relationships possible.
Katheryn G. Calderon
Managing Director, Business Development and Client Service
Katheryn has been a part of Dolan McEniry since 2005, and is now the Managing Director of Business Development and Client Service. Her previous experience includes work with the Chicago Mercantile Exchange as a Trading Clerk for a Eurodollar Options Trader. Katheryn holds a Bachelor of Arts in Psychology from Georgetown University.
Jason Scheffler, CSCP, CSOP
Managing Director, Operations and Chief Compliance Officer
Jason’s time at Dolan McEniry extends back to 2004, leading to his role as Managing Director of Operations and Chief Compliance Officer. Prior to joining the company, his 15 years of experience included work with the Chicago Board of Trade and the Chicago Board Options Exchange. Jason holds a Bachelor of Science in Finance from the University of Illinois at Urbana-Champaign’s College of Business.
Stephen Schubert
Managing Director
A member of the Dolan McEniry team since 1998, Stephen currently serves as a Managing Director. Stephen worked previously with Suntrust Bank and Merrill Lynch, and remains actively involved with the University Club of Chicago. Stephen received his Bachelor of Science degree in Finance from Michigan State University where he competed on the varsity tennis team and graduated with honors.
Schaffer Degen, CFA
Managing Director, Portfolio Management and Trading
A member of the Dolan McEniry team since 2012, Schaffer currently serves as the Managing Director of Portfolio Management and Trading. Schaffer graduated from Miami University of Ohio in 2010 with a B.S. in Business and a major in Finance. Before joining Dolan McEniry, Schaffer worked at Lenox Advisors, Inc. Schaffer is a CFA Charterholder, a regular member of the CFA Institute, and a member of the CFA Society of Chicago (CFASC).
Chantal Heckman
Manager, Client Service and Compliance
Robert W. Greber III, CFA
Senior Portfolio Manager
Steven J. Schwartz
Manager, Investment Operations
Jessica M. Glyman
Executive Business Administrator
Emily Whisler
Senior Associate, Client Service and Business Development
Brent Piechocki
Investment Operations Associate
Trevor Stapleton
Client Service Associate
Riley Liegel
Investment Associate
Jessica Orozco
Client Service Associate
Lisa Mazur
Administrative Assistant
Navneet Dahiya
Investment Analyst
Stephanie Jones
Investment Operations Associate
Holli Hammerand
Client Service and Business Development Associate
Elizabeth Condon
Accounting Manager
John Dattilo III
Investment Analyst