Jack Dolan

Jack Dolan, CFA, is a Senior Research Analyst at Parcion Private Wealth in Seattle, WA, where he specializes in comprehensive portfolio management and investment analysis for ultra-high-net-worth business owners and their families, particularly around liquidity events. At Parcion, Jack's responsibilities include supporting the construction, evaluation, and ongoing management of sophisticated investment strategies tailored to clients with complex, multi-generational wealth needs.

His investment expertise spans multiple asset classes and sectors, with a focus on creating holistic wealth solutions for privately held business owners navigating major financial transitions. Prior to joining Parcion, Jack was a Research Analyst at D.A. Davidson and a Portfolio Analyst at Russell Investments, where he specialized in overlay services and multi-asset portfolios.

Jack holds a Bachelor of Business Administration in Finance from Marist College, where he was also a member of the men’s lacrosse team, and he earned the CFA Charter in 2023. His professional experience and credentialing position him as an expert in portfolio construction, manager due diligence, and investment analysis for high-net-worth and institutional clients, with a strong record of supporting their investment needs across public and private markets.