Timothy W. Dolan
Founder & CEO, Dolan Capital Group LLC
With over 30 years of experience in the financial services industry, Timothy W. Dolan is a seasoned leader and innovator. Prior to founding Dolan Capital Group, he served for 12 years as Senior Vice President and Division Manager at Fidelity Investments Institutional Services Co., Inc., where he led both institutional and retail sales efforts. Throughout his career, Mr. Dolan has demonstrated exceptional expertise in sales, marketing, and new product development—contributing to the generation of over $15 billion in new assets under management. His deep industry knowledge and proven track record position him as one of the most trusted and accomplished professionals in the field.
Trust. Stability. Commitment.
Dolan Capital Group, LLC was founded by professionals who had actively managed the financial affairs of their families as well as trusts, for decades. We believe in a standard of service that is based on trust, stability, and a commitment to your financial well-being.
The firm brings a strong, multi-generational track record of providing financial advice to families and trusts. We have managed numerous market cycles, navigated family dynamics across multiple generations, and helped families achieve goals that span decades of planning and investing.
Our Approach
The firm seeks to optimize wealth management, growth and stability by investing in equities with a strong growth profiles with additional investments in fixed income and other asset classes for balance and stability through all market conditions.
Dolan Capital Group, LLC, is a private family office that provides a range of services tailored to meet the needs of a small number of discerning, high net worth families.
