LEADERSHIP THROUGH EXPERIENCE
Mr. Timothy Dolan
Mr. Timothy Dolan is the Managing Principal of ARS Investment Management, LLC. He has more than 30 years of financial services industry experience. Prior to founding ARS Investment Management, LLC, he held leadership positions at Fidelity Investments Institutional Services Co. as Senior Vice President and Division Manager for 13 years. Mr. Dolan built, trained and led an industry-recognized team of 16 professionals across retail and retirement plan distribution channels. He held direct responsibility for the division’s business and territory development and played a key role in crafting internal business plans as well as cultivating key regional sales relationships.
Mr. Dolan also has had extensive experience throughout his career in new products and marketing; including the development and delivery of the industry’s first Variable Annuity, the largest closed end IPO in history (first multi-billion dollar fund), the first Latin American and Global Sector Funds.
A Series 7 Registered Representative, he also held sales roles at MFS and GT Global where he was an early advocate for international exposure. Throughout his career Mr. Dolan’s sales and marketing successes have generated over $15 billion in new AUM. He earned both a B.S. in Finance/Investments and an M.B.A. in Marketing/Entrepreneurship from Babson College. He is also a graduate of the Securities Industry Association Institute at the Wharton School, University of Pennsylvania. He is FINRA licensed for Series 7, 24, 51, 63, 65.
Mr. Clint Sorenson
Mr. Clint Sorenson is the Investment Counsel of ARS Investment Management, LLC. Mr. Sorenson joined the firm on in January 2017 as an outsourced Chief Investment Officer and will be working on trading models and providing investment advice to ARS.
Prior to joining ARS, Mr. Sorenson started Emerald Investment Partners, LLC in December 2013. He has developed and currently manages proprietary quantitative strategies by fusing together behavioral finance, fundamental and technical analysis. He is a Chartered Market Technician and Chartered Financial Analyst and is proficient in a broad range of investment topics.
Before becoming a founding partner of Emerald Investment Partners, LLC, Mr. Sorenson was a financial consultant at Gunnet, Best & Sorenson Financial Group of Wells Fargo Advisors.
He earned his bachelor’s degree from the University of North Carolina-Chapel Hill and is also a board member and current President of the CFA Society North Carolina.
Mr. Charles Petrie
Mr. Charles Petrie is the Managing Director of ARS Investment Management, LLC with responsibility for distribution and new business development.
Across the arc of his 19-year career, Mr. Petrie has dedicated himself to practicing a consultative selling approach based on advancement of the client experience. Accordingly, he has grown a large and loyal base of financial advisors domiciled in the Carolinas, Georgia, Virginia and Washington D.C. He has also helped a number of leading RIAs expand their national presence.
Earlier in his career, he was named Vice President at Sentinel Investments and MFS where he marketed investment products to financial professionals. A Registered Representative, Mr. Petrie’s product expertise spans Separately Managed Accounts, Hedge Funds, Private Placements and mutual funds. He also served in the U.S. Navy as a nuclear reactor operator on the U.S.S. Dwight D Eisenhower aircraft carrier.
Mr. Matthew Lentini
Mr. Matthew Lentini is Chief Information Officer at ARS Investment Management, LLC. Mr. Lentini has significant experience with financial modeling and the development of mathematical algorithms. While Mr. Lentini was still a student at Bowdoin College, he was a member of the group that modeled, tested, and developed an innovative sector rotation algorithm that has been embraced by the industry. Upon graduation, Mr. Lentini spent two years as lead analyst at a wealth management firm just outside of Boston. His role there centered primarily around tactical and mathematical modeling, quantitative analysis, and portfolio risk management.
Mr. Lentini co-founded Alpha Risk Solutions, LLC in 2013. Since that time, he has played an integral role in the development of the ARS tactical algorithm that powers the Alpha Risk Solutions Sector Rotation Strategy. He has responsibility over the quantitative modeling, analysis, and rebalancing of all ARS products. He also oversees and performs operational functions that involve information technology and quantitative analytics.