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.

Daniel D. Dolan, Jr.

Daniel founded Dolan McEniry in 1997 following a 16 year career in the financial services industry. Daniel previously worked with Morgan Stanley and Salomon Brothers after receiving a B.A. from Lake Forest College in 1980.

At Dolan McEniry, Daniel directs the investment strategy, risk management, and strategic activities of the firm with Roger McEniry. Also, Daniel is responsible for client relations, new business development, and the overall administrative management of the firm.

Daniel serves as Vice Chair of the Board of Directors for the Shirley Ryan AbilityLab and Chairman of the Keystone Board for the Shirley Ryan AbilityLab. Daniel serves as a Member of the Board of Directors for US Squash and a Member of the US Squash Foundation Board. Finally, Daniel serves as a Member of the Board of Trustees of Lake Forest College and is past Chairman of the Board of Directors for MetroSquash.

Roger S. McEniry

Roger S. McEniry is Managing Member of Dolan McEniry. Roger directs the investment and strategic activities of the firm and leads security selection, risk management, and credit analysis, among his other responsibilities. Prior to joining the firm in 2001, Roger spent sixteen years as a partner at a Chicago private equity firm and, before that, was with Citibank in Chicago. 

Roger is a graduate of Deerfield Academy, Williams College, and the University of Michigan Graduate School of Business. He is a trustee of Rush University Medical Center and a member of the Chairman's Council of the Daniel Murphy Scholarship Fund and is the past president of its board of directors. He is Trustee Emeritus of Deerfield Academy and served as Co-Chair of its Imagine Deerfield Capital Campaign.

Katheryn G. Calderon

Senior 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.

Stephen Schubert

Managing Director

A member of the Dolan McEniry team since 1998, Stephen currently serves as a Managing Director. He is a member of the Investment Team and is responsible for client relations, new business development. Steve ran the Portfolio Management & Trading team for 15 years before transitioning into client and business development. 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 and Co-Head of the Investment Team. 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 M. Heckman

Managing Director, Client Service and Compliance

Chantal joined Dolan McEniry as a Client Service Associate in February 2015 and currently serves as the Managing Director of Client Service and Compliance. Chantal graduated from Knox College in 2014 with a B.A. in Economics and Integrated International Studies. She was a four-year member and captain of the Knox College women's basketball team. Before joining Dolan McEniry, Chantal worked at Incapital, LLC.

Robert W. Greber III, CFA

Managing Director, Portfolio Management and Trading

Robert joined Dolan McEniry as an Operations Associate in February 2015. In January 2018, Robert joined the investment team as an Analyst. He currently serves as a Managing Director of Portfolio Management & Trading and Co-Head of the Investment Team. In 2014, Robert received his Bachelor of Science in Business Administration; Finance & Banking from University of Missouri Robert J. Trulaske College of Business. Robert is currently working towards a Master of Science in Applied Mathematics form DePaul University College of Science and Health. Robert is a CFA Charterholder.

Steven J. Schwartz

Managing Director, Investment Operations

Steven joined Dolan McEniry as an Operations Associate in March 2015. He currently serves as a Managing Director of Investment Operations. Steven graduated from Roosevelt University with B.A. in Accounting and Finance in December 2014. He was a member of the Roosevelt University Varsity baseball team.

Elizabeth Condon

Accounting Manager

Jessica M. Glyman

Executive Business Administrator

Brent Piechocki

Senior Associate, Investment Operations

Trevor Stapleton

Senior Associate, Client Service and New Business Development

Riley Liegel

Portfolio Manager

Jessica Orozco

Senior Associate, Client Service

Navneet Dahiya

Investment Analyst

Stephanie Jones

Investment Operations Associate

Holli Hammerand

Client Service and Business Development Associate

John Dattilo III

Investment Analyst

Nick Breslin

Investment Operations Associate

Sarah Ashby

Administrative Assistant

Rima Patel

Investment Operations Associate

Ryan Wieneke

Investment Operations Associate

Justin Brilliant

Investment Analyst

Julia Doyle

Client Service and Business Development Associate

Lexye Barcenas

Client Service and Business Development Associate