Jack Dolan, CFA®

Jack Dolan CFA is a Senior Research Analyst at Parcion, where he supports comprehensive portfolio management and in-depth investment analysis for ultra-high-net-worth business owners and their families, both before and after liquidity events.

Prior to joining Parcion, Jack served as a Research Analyst at D.A. Davidson and a Portfolio Analyst at Russell Investments, specializing in overlay services. He holds a degree in Finance from Marist University, where he was a member of the men’s lacrosse team, and became a CFA Charterholder in 2023.

Outside of work, Jack enjoys golfing, fly fishing, and exploring the local burger scene. He also gives back to the community as a youth lacrosse coach.