Alex Dolle
Portfolio Manager-Fixed Income bei Northwest Investment Counselors LLC
Profil
Mr. Alexander P.
Dolle, CFA, is a Portfolio Manager at Northwest Investment Counselors LLC.
He is the Fixed Income Portfolio Manager at Northwest Investment Counselors.
He conducts independent research on corporate, government, and municipal bonds as well as performs all trading functions for and management of client bond portfolios.
He also assists the firm’s CCO with compliance management and procedures.
Prior to coming to NWIC in February 2014, Mr. Dolle was a Senior Investment Analyst at Wilkins Investment Counsel in Boston, MA for five years, where he oversaw the fixed income portfolio management, research, and trading.
He worked as senior financial analyst for Great American Group in Needham, MA, an appraisal and valuation firm, before beginning his career in investment management in 2008.
Mr. Mr. Dolle graduated cum laude from Bucknell University in 2005 where he earned a Bachelor of Arts in Economics and Political Science.
He awarded the Chartered Financial Analyst designation.
Aktive Positionen von Alex Dolle
| Unternehmen | Position | Beginn |
|---|---|---|
Northwest Investment Counselors LLC
 Northwest Investment Counselors LLC Investment ManagersFinance Northwest Investment Counselors LLC (Northwest) is an independent registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded in 1998 by Mark E. Scarlett, Matthew J.N. Roehr. Northwest provides investment supervisory services to individuals and families, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Portfolio Manager-Fixed Income | 01.02.2014 |
Ehemalige bekannte Positionen von Alex Dolle
| Unternehmen | Position | Ende |
|---|---|---|
Wilkins Investment Counsel, Inc.
 Wilkins Investment Counsel, Inc. Investment ManagersFinance Wilkins Investment Counsel, Inc. (WIC) is an independent registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by John P. Wilkins in 1989. WIC manages investment accounts on a discretionary basis for high net worth individuals, families, foundations and endowments. | Analyst-Festverzinsliche Wertpapiere | 01.07.2013 |
| B. RILEY FINANCIAL, INC. | Corporate Officer/Principal | - |
Ausbildung von Alex Dolle
| Bucknell University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Börsennotierte Unternehmen | 1 |
|---|---|
| B. RILEY FINANCIAL, INC. | Finance |
| Private Unternehmen | 2 |
|---|---|
Northwest Investment Counselors LLC
Northwest Investment Counselors LLC Investment ManagersFinance Northwest Investment Counselors LLC (Northwest) is an independent registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded in 1998 by Mark E. Scarlett, Matthew J.N. Roehr. Northwest provides investment supervisory services to individuals and families, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Finance |
Wilkins Investment Counsel, Inc.
Wilkins Investment Counsel, Inc. Investment ManagersFinance Wilkins Investment Counsel, Inc. (WIC) is an independent registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by John P. Wilkins in 1989. WIC manages investment accounts on a discretionary basis for high net worth individuals, families, foundations and endowments. | Finance |
