Our singular focus has led a range of clients to trust us in managing their assets, from foundations and endowments to pension funds and wealthy families. Some of these relationships have lasted for years, even decades. Meet the people our clients trust.

Daniel D. Dolan, Jr.

Dan founded Dolan McEniry in 1997 after working previously with Morgan Stanley and Salomon Brothers. Dan serves as a member of the Board of Trustees of Lake Forest College, the Board of Directors for the Shirley Ryan AbilityLab and the Board of Directors of MetroSquash.

He received a B.A. from Lake Forest College in 1980. At Dolan McEniry, Dan focuses on portfolio management, security selection, and securities trading. Also, Dan is responsible for client relations, new business development, and the overall administrative management of the firm.

Roger S. McEniry

Roger joined Dolan McEniry as a partner in March, 2001. Prior to joining the firm, Roger spent sixteen years with a Chicago private equity firm. Roger was a senior member of the firm as it grew from less than $75 million under management to over $1 billion. 

Roger graduated from Williams College with honors in 1978 and received an MBA from the University of Michigan in 1981. Roger’s focus is the analytical and strategic side of the firm. Security selection, risk management, and credit analysis are under Roger’s leadership. Roger is a trustee of Deerfield Academy and is a past president of the Daniel Murphy Scholarship Fund.

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, where she continues her involvement as alumna interviewer for prospective students.

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, Portfolio Management and Trading

A member of the Dolan McEniry team since 1998, Stephen currently serves as the Managing Director of Portfolio Management and Trading. 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

Associate Portfolio Manager

Patrick Voelker

Associate Portfolio Manager

Chantal Heckman

Client Service Associate

Robert W. Greber III, CFA

Operations Associate

Steven J. Schwartz

Operations Associate

John Keady

Operations Associate

Jessica Murphy

Administrative Assistant

Emily Whisler

Client Service Associate

Kevin Shaw

Operations Associate

David Monreal

Operations Associate

Elizabeth Condon

Office Manager