Dover Management hires JPMorgan Private Bank global equities head

Prior to joining Dover, Wolfe was Head of Global Equities for JPMorgan’s Private Bank where he supervised all equity strategies and product design for the global private bank sales force.

Previously, Wolfe was Chief US Equity Strategist and Head of Latin American Equity Strategy for the Private Bank. As a member of the investment policy team, he created a valuation-based equity research process, and was responsible for US equity markets analysis. Prior to that, Wolfe was Director of Research and Portfolio Manager for Lincoln Capital Corporation, where he assisted in the founding of Lincoln Capital, a private money management firm.

In his new role at Dover Management, Wolfe will be responsible for overseeing market strategy and directing research.

He will be a member of the firm’s management and investment committees and will report directly to Michael Castine, President and Chief Operating Officer of Dover Management.
“Dover is at the forefront of providing performance-based investment strategies with a unique corporate responsibility perspective,” said Rick Fuscone, Chairman and Founder of Dover, the parent organization for Corporate Responsibility Investments.

Fuscone added: “Chris brings an extraordinary foundation of experience and a deep background in market strategy that will be highly valuable to our firm and its expanding client base.  We are thrilled to have him as part of the management team as we embark on the next phase of our growth and investment strategy development.”

“Dover’s investment approach fits well with my personal and professional beliefs,” said Wolfe. “This is an opportunity for me to use my experience to enhance a research-based organization that is grounded in corporate transparency to deliver strong investment performance.”

Wolfe received an MBA from the Columbia Business School and a BS in Finance and Marketing from the University of Rhode Island. He is a Certified Financial Planner licensee and has earned the Chartered Financial Analyst designation.

Background Note: Dover Management is an investment advisory firm based in Greenwich, CT, which conducts classic fundamental research and focuses on high liquidity companies by using proprietary analytics to evaluate corporate transparency.