Senior Team

Katheryn G. Calderon

Senior Managing Director

Katheryn joined Dolan McEniry in 2005 and is now Senior Managing Director. Katheryn oversees Business Development and Client Services as well as the daily implementation, management, and oversight of the firm. 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.

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 Heckman

Chief Compliance Officer and Managing Director, Client Service

Chantal joined Dolan McEniry in February 2015. She currently serves as the firm’s Chief Compliance Officer and Managing Director of Client Service. She is responsible for overseeing Dolan McEniry’s compliance program and client service. 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.