Barbara Doran founded and runs BD8 Capital Partners, a wealth advisory firm based in New York City. She develops market strategy and asset allocation, writes quarterly market commentary, and appears regularly on CNBC as a guest commentator on the stock markets and investments.
She has spent 35 years on Wall Street at major firms, in senior roles, including as the Research Investment Officer at Neuberger Berman, a $250b asset management firm; she also served as Interim Director of Research at Neuberger and helped launch and co-manage a successful technology, media and telecommunications fund. She also founded and managed two firms, including a hedge fund and a marketing company specializing in asset raising and business consulting, and managed proprietary desk capital at Lehman Brothers.
Before launching her own firm in 2018, Ms. Doran was a Senior Portfolio Manager and Director at YorkBridge Wealth Partners, a wealth advisory firm launched in mid-2016 with assets of $800m. She was a senior member of the firm’s Investment Committee and responsible for writing market commentaries for the company’s clients and other constituencies.
Previously, she had been at Lebenthal Asset Management where she oversaw large cap growth portfolios for the firm’s asset management division in addition to providing wealth advisory services for private clients. She was also a member of the firm’s Investment Committee, overseeing market strategy and asset allocation.
Ms. Doran had also been a Senior Portfolio Manager/Wealth Advisor at Morgan Stanley and was in the top 5% of the firm’s 17,000 advisors in performance.
Prior to graduating from Harvard Business School with an MBA, she worked in publishing, initially as a journalist and then on the business side. She is a former member of both the United States Women’s National Lacrosse Team and the United States National Field Hockey Team and represented the United States in international competition in both.
She is and has been a member of various nonprofit boards for over thirty years and is currently the Treasurer and Chairperson of the both the Investment and Development Committees for The Explorers Club in New York City. She is a member of the Executive and Management Committees there as well.
Ms. Doran is also currently a member of the Board of Trustees at Penn State, from where she graduated with a B.A. in English, and is a member of the Executive Committee, as well as the governance and finance committees and various sub-committees. She is a de facto member of Penn State’s $4b endowment investment committee.
She is a published writer on sports and investments and remains an active sportswoman, competing in Masters’ Field Hockey events around the world.
150 E 52nd Street, Floor 3
New York, NY 10022
(646) 885-5682 (Office)
(917) 733-7644 (Mobile)
(917) 580-6882 (Fax)
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