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Frederick E. Dopfel, PH.D

Investment Committee Co-Chair, Principal, San Rafael

Fred has worked as an investment professional in the San Francisco Bay Area for more than 30 years. As co-chairman of the Private Ocean investment committee, he collaborates with Frank Jones to develop investment strategies. Together, they also analyze, recommend and approve investment products.

Fred is a recognized authority in the asset management industry. He has advised many of the world’s leading institutional investors on portfolio issues and solutions throughout Europe, Asia-Pacific and the Americas. Previously, he was managing director and head of client advisory at BlackRock, the world’s largest asset manager. Fred’s professional experience includes: corporate finance and strategy consulting to Fortune 500 companies; mergers & acquisitions for the financial services industry; reinsurance and alternative risk financing; venture capital; and, asset management advice for pensions, foundations, endowments, sovereign wealth funds and individual investors.

Fred is currently a professor in the School of Business and Leadership at Dominican University of California, where he teaches courses in investments and other finance-related topics. He has authored numerous papers on total-portfolio investment issues and solutions.

Education

  • PhD in Engineering – Economic Systems, Stanford University
  • MS in Operations Research, Stanford University
  • BS in Mathematics, MIT
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