Dolan McEniry Senior Team

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 shares the responsibility of the investment strategy 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 Chairman of the Board of Directors for MetroSquash. Finally, Daniel serves as a Member of the Board of Directors for US Squash and a Member of the Board of Trustees of Lake Forest College.

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

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, 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

Principal, Investment Team Leader

Chantal Heckman

Senior Associate, Client Service and Compliance

Robert W. Greber III, CFA

Senior Portfolio Manager

Steven J. Schwartz

Senior Investment Operations Associate

Jessica M. Glyman

Executive Business Administrator

Emily Whisler

Senior Associate, Client Service and Business Development

Matthew W. Malicki

Investment Operations Associate

Brent Piechocki

Investment Operations Associate

Trevor Stapleton

Client Service Associate

Riley Liegel

Investment Analyst

Jessica Orozco