DOLIVER ADVISORS - Key Persons
Job Titles:
- Consultant to Doliver
- Research Analyst, Focused Growth Strategy
Charley serves as a consultant to Doliver and assists with the firm's compliance and Focused Growth Strategy. He is Chief Compliance Officer and Chief Operating Officer of Burke Wealth Management. Before Burke Wealth Management, Charley served as Doliver's Chief Compliance Officer and Chief Operating Officer. Charley has 16 years of experience in the asset management industry with the past 13 years in the compliance industry. Prior to Doliver, Charley held various compliance and operations roles with Van Kampen, Morgan Stanley Asset Management, Jennison Associates, and Invesco. Charley graduated from the University of Texas in 2002 with a B.A. in Economics and a minor in Business. He is a CFA® charter holder.
Job Titles:
- Portfolio Manager of the Doliver Absolute Return
- Portfolio Manager, Absolute Return and Futures Strategies
Christopher serves as the Portfolio Manager of the Doliver Absolute Return and Doliver Futures Strategies. He began his career as a proprietary trader for a family office and specialized in constructing and managing absolute return portfolios. Christopher is also the quantitative architect and the public portfolio manager for the DGA Absolute Return ETF that trades under the ticker $HF on the NYSE. He is a graduate of Northeastern University's D'Amore-McKim School of Business with concentrations in finance and management information systems and is a native Houstonian.
Job Titles:
- Doliver As a Financial Analyst
Huiyin Zheng joined Doliver as a Financial Analyst in April 2022 and is responsible for fund reporting and investment fundamental analysis. Prior to Doliver, Huiyin worked in institutional equity sales at Horizon Insights, where she developed a passion for equity research. Huiyin received a B.A. from Qilu University of Technology and a M.B.A in finance from Missouri State University.
Job Titles:
- Managing Director, Private Investments
John joined Doliver as Managing Director of Private Investments in June 2023. He has over 20 years of experience in the securities business with a focus on alternatives and real estate. Most recently John was a Senior Regional Director at NexPoint which specializes in real estate ventures, with offerings in public and private real estate investments trusts (REITs), tax advantaged real estate vehicles, closed-end funds, interval funds, and other real estate-focused investment solutions. He started his investment career at Hines and has also held roles at Cantor Fitzgerald and Highland Capital Management. John earned his BBA in Marketing from Texas Christian University in 2000. John has a Series 7, 63 & 65 securities license and is a native Houstonian.
Job Titles:
- Doliver As Senior Client Account Manager
- Senior Client Account Manager
Julie joined Doliver as Senior Client Account Manager in July 2017. Julie began her career in 2009 at EP Wealth Advisors in Torrance, California. She eventually returned to Texas and worked for Legacy Asset Management in Houston prior to joining Doliver. She graduated from the University of Texas with degrees in Sociology and Political Science.
Job Titles:
- Portfolio Manager of Doliver 's Focused Growth Strategy
- Portfolio Manager, Focused Growth Strategy
Ken serves as the Portfolio Manager of Doliver's Focused Growth Strategy. He is the Founder and Chief Investment Officer of Burke Wealth Management. Prior to founding Burke Wealth Management, Ken spent 17 years with Fayez Sarofim & Company, serving as an analyst, portfolio manager, leader of the consumer sector team and member of the firm's investment committee. Ken graduated from Vanderbilt University in 1997 with a degree in Economics and Mathematics and earned his M.B.A from the University of Texas McCombs School of Business in 2001, where he was a Sord Scholar. Ken is a CFA® charter holder and serves as an advisor to the University of Texas MBA Investment Fund.
Job Titles:
- Portfolio Manager of Doliver 's US Microcap Strategy
- Portfolio Manager, US Microcap Strategy
Rasool serves as the Portfolio Manager of Doliver's US Microcap Strategy. Rasool was the Director of Research and Portfolio Manager at Bridgeway Capital Management, where he managed $3 billion in various equity strategies. At Bridgeway, he developed and managed several innovative value funds that significantly outperformed their benchmarks and were rated 5-star by Morningstar. Prior to Bridgeway, he developed big data solutions to manage complex supply chains. Rasool received a B.S. from the Indian Institute of Technology (IIT), Bombay, a M.S. from Michigan Technological University, and an MBA from the University of Chicago. He is a CFA® charter holder.
Job Titles:
- Portfolio Manager of Doliver 's Closed End Fund Strategy
- Portfolio Manager, Closed End Fund Strategy
Ron is the Portfolio Manager of Doliver's Closed End Fund Strategy. After graduating from Rice University, Ron joined IBM and began work on ground-based computer systems at NASA. During his 17-year career, Ron directed programmer staffs for the Apollo space program. Ron always had a passion for investing and began applying his extensive knowledge of computer-based analytics to the investment markets. Ron derived the core belief that the financial markets are overall very efficient but identified a market niche within the pricing inefficiencies of closed-end funds. As a result, Doliver was founded in 1988 and has been capitalizing on the pricing inefficiencies of closed-end funds ever since.
Job Titles:
- Operations Manager
- Doliver As Operations Manager
Ryan joined Doliver as Operations Manager in September 2023. He is responsible for all company & client operations along with compliance responsibilities. Before Doliver, Ryan worked as an Investment & Planning Operations Coordinator for 49 Financial, a holistic financial planning firm based out of Austin, Texas. Ryan received a B.B.A in Finance and Accounting from East Texas Baptist University.
Job Titles:
- Head of Wealth Management and Portfolio Manager
Scott is Head of Wealth Management and a Portfolio Manager at Doliver with over 20 years of experience in the securities market. Prior to joining Doliver, Scott was a Portfolio Manager at Legacy Asset Management and an Energy and Healthcare Analyst for Andrews Capital Management, a hedge fund based in Houston, TX. Before Andrews Capital Management, he owned his own equity trading firm, SMJ Securities. Scott began his career working as an equity trader in New York. He earned his Bachelor of Science in Economics from the University of Texas, Austin in 2002 and his MBA in finance from the University of Houston in 2009. Scott has a Series 65 securities license and is a native Houstonian.
Job Titles:
- General Counsel
- Vice President
Ted serves as Vice President and General Counsel for Doliver Advisors. Ted is one of the founding partners of Daniels & Tredennick, PLLC. Ted is a member of the Texas Bar Association and holds both the Series 65 and Series 3 Securities licenses. He attended Emory University and graduated Phi Beta Kappa with a B.A. in English. He also received a master's degree from the University of Houston and a law degree from the University of Houston Law Center.