THE DOWLING GROUP - Key Persons
Claire has 20 years of professional tax preparation experience in addition to many years of accounting work in the private sector. She joined The Dowling Group in 2021.
Claire graduated from the University of Connecticut with a Bachelor of Science in Finance and a general MBA. She later took accounting courses at Fairfield University.
Claire resides in Riverside. In her spare time, she enjoys reading, movies, and spending time with friends at the Italian Center in Stamford.
Greg joined The Dowling Group in 2021 with over 25 years of public accounting experience working for regional accounting firms in New York.
Greg specializes in tax and accounting for high-net-worth individuals, partnerships, and corporations. He is a graduate of Pace University with a degree in Public Accounting and is a member of the AICPA.
Greg resides in Cos Cob with his family and enjoys spending his free time with his three grandchildren.
Joe has been fascinated with investing ever since he bought his first stock during his junior year of college. After graduating from Manhattan College he worked in multiple functions including IT, Marketing and Finance. Joe previously worked at Kraft Foods, where he moved from corporate IT to a Financial role within the Gevalia and Coffee Division. He later joined the marketing team at Direct Wines. After 12 wonderful years of growing the business and sipping some of the finest wines, Joe decided to pursue his personal passion of finance and charity work full-time.
Joe volunteers with Housatonic Habitat for Humanity in Danbury, CT. He helps educate participants on ways to manage debt and increase their credit scores, along with creating spending journals, budgets and personal balance sheets.
After a fortunate happenstance of reconnecting with Sean, Joe joined the Dowling Group and is thrilled to be working with multiple clients on a daily basis. He is looking forward to having interesting conversations about portfolio analysis, asset allocation models, retirement spending strategies and more.
In addition to playing golf, listening to music, and spending time with his friends and family, Joe is always excited to talk about the latest happenings with the New York Giants and New York Rangers!
Joe has over 40 years of experience in Tax, Investment Advisory and Wealth Management. Since 1979, he has worked with affluent families and business owners to develop and implement advanced income and estate tax planning strategies, prepare income tax returns, and administer trusts and estates. Joe is a licensed Certified Public Accountant in Connecticut and New Jersey. He serves as trustee and executor to Dowling Group clients.
Soon after graduating from Seton Hall University with a degree in Accounting and completing his audit apprenticeship, Joe began working for Arthur Young & Co. as a Senior Tax Accountant. After 5 years he was promoted to Senior Tax Manager and became responsible for many Fortune 500 corporate clients as well as large international trusts, partnerships and tax exempt organizations.
Joe went on to found Joseph M. Dowling, CPAs in 1979 in Old Greenwich, CT. JMD, CPAs specializes in income tax consulting for individuals, corporations, estates and trusts. As his clients' fiduciary, he also provided Financial Planning and Investment Advisory services. Over the years the financial planning and investment advisory practice grew into a need for a full-service wealth management firm. As a result, Dowling Financial Services, Inc., Registered Investment Advisor was born in 1981, based on the philosophy that planning is the cornerstone to success.
Joe has authored several published articles on advanced tax and estate planning strategies. He has been quoted in media outlets and has also been interviewed for TV, newspapers and magazines.
In his free time Joe enjoys traveling and competing in para-triathlon and other athletic competitions around the world. Joe was formerly the President of the International Wheelchair Road Racers Club (IWRRC), Chairman of Wheelchair Athletics, USA (WAUSA) and Chairman of Long Distance Racing (LDR). He is also a member of the Greenwich Aquatic Hall of Fame and the Mid Atlantic Wheelchair Athletic Association Hall of Fame. Joe is also a recipient of the Key to the City of New York and a recipient of the Rudy Giuliani Award. In his free time he enjoys training for his competitions and mentoring aspiring athletes.
Katie uses her organizational skills to ensure smooth operations in our busy office. She assists in the development and implementation of the firm's policies and procedures; manages workflow, ensuring deadlines are met and programs are completed accordingly; and is responsible for scheduling, billing and office maintenance. Katie enjoys the ongoing opportunity to learn, grow and fulfill a variety of essential needs at The Dowling Group.
Katie graduated from Eastern Connecticut State University with a BA in English in 2012. She recently moved back to Connecticut after living in Los Angeles, where she worked at a private equity firm. In her spare time she enjoys cooking, working on her food blog, hiking and traveling with her husband, Jack.
Mackenzie started out as a Tax Intern in February 2021 where she prepared individual's returns and collaborated with our Tax Consultants to get a better understanding of the tax software, tax language, and how the current issues regarding COVID-19 have affected the tax world. She also assisted in gathering information and organizing client documents. During the internship, she expanded her knowledge of tax compliance, and starting in August, she will be joining our team as an Associate.
Mackenzie graduated from Sacred Heart University with a BA in Accounting in 2021. She has also been accepted into the Masters of Science in Accounting program at Sacred Heart University, where she will further her education and reach 150-credits to sit for her CPA. She is an alumni for the Theta Rho chapter of Alpha Delta Pi and is looking to stay connected to her sorority through various philanthropic events. Mackenzie is excited to be moving to Stamford, CT with her friends from college. In her free time, Mackenzie enjoys baking, running, traveling, and hanging out with her friends and family.
Ryan joined the Dowling Group in late 2023. He started his career at Mirador Financial where he aggregated financial performance reporting for wealth managers, large RIA's, and family offices around the world.
Ryan came from Sacred Heart University and graduated from the Jack Welch Business School College in 2022, with a major in finance and a minor in economics. He is in pursuit of receiving all his registered securities exams.
Ryan resides in Fairfield. He enjoys long drives, music, and spending time with friends and family.
Job Titles:
- Treasurer for the Financial Planning Association of Fairfield County
Sean has served as Treasurer for the Financial Planning Association of Fairfield County which provides pro-bono financial planning services and scholarships to those in need, as well as raising the visibility of the financial planning profession. He has also served as the Treasurer for Horizons National at Sacred Heart University. Horizons is an award winning program that provides summer learning opportunities to low income children between the grades of K through 8. In addition to functioning as Treasurer, Sean has served as Co- Chair to the Kids in Crisis Golf fundraiser and Greenwich Town Golf Tournament title sponsor.