Barbara Lee Doran

Current Employers

Employment History

• 07/2016 → 06/2018
  Yorkbridge Wealth Partners, Llc
  New York, NY
• 06/2018 → Present
  Spire Investment Partners
  New York, NY

Previous Registrations

• 2017-01-20 → 2018-07-02
  Yorkbridge Wealth Partners, Llc
  New York, NY
• 2015-08-25 → 2016-10-06
  Lebenthal Asset Management, Llc
  New York, NY
• 2011-09-13 → 2015-09-08
  Morgan Stanley
  New York, NY

Other Businesses

Operating under the DBA of BD8 Capital Partners to offer securities, investment advisory and insurance products (as a registered individual with Spire Securities and Spire Wealth Management). All income and expenses related to Spire activities. Market Commentator on CNBC. Broadcast a few times per month. Since 9/2016. No compensation received. Explorers Club, Board of Trustees, Treasurer. The Explorers Club is an international nonprofit organization dedicated to the advancement of field exploration and scientific inquiry. Oversee finances of the club and chair the finance committee. Provide oversight to Director of Finance. Since 4/2018. No compensation received. Penn State University; Emeritus trustee; 07/01/2013; 3 hours/week; advice on finance and academic affairs committees. Review, monitor and approve fund selection and asset allocation for PSU Endowment. Catwalk Art Residency; CFO; 01/02/2020; 2 hours/week; Catwalk is a special retreat for art making, collaborative projects and scholarly discourse in New York State's Upper Hudson Valley. review expenses and budget, monitor Executive Director. Volunteer position.

Exams

• S66 Uniform Combined State Law Examination
  2011-09-12
• S63 Uniform Securities Agent State Law Examination
  2000-07-11