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, 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.
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
Senior Client Service Associate
Robert W. Greber III, CFA
Associate Portfolio Manager
Steven J. Schwartz
Senior Investment Operations Associate
Investment Operations and Compliance Associate
Executive Business Administrator
Client Service Associate
Administrative Assistant to Client Service
Matthew W. Malicki
Investment Operations Associate