Dorothea Dutton

PROFESSIONAL

Ms. Dutton has worked in the Institutional and Private wealth management business her entire career. Most recently she was a Wealth Management Consultant with The Private Client Reserve of U.S. Bank in 2006, when she opened the San Francisco office for the bank in Northern California.  She spent the first fifteen years of her career as an institutional portfolio manager, working with a diverse range of clients including public mutual funds, insurance companies, corporate pension funds and foundations. Ms. Dutton started her career with the California State Teachers Public Retirement System where she rose to become its CIO for Fixed Income Investments. She then worked at two private money management firms: Delaware Investment Advisors and Scudder, Stevens & Clark where she was a senior portfolio manager and partner. Prior to joining U.S. Bank, she helped open the office for a New York-based multi-family office in San Francisco which was bought out by another major national bank.

EDUCATION

  • BA, University of Washington
  • Chartered Financial Analyst (CFA®)
  • Accredited Wealth Management Advisor (AWMA)

MEMBERSHIPS & AFFILIATIONS | AWARDS & HONORS

  • Member, Buck Advisory Council, The Buck Institute for Research on Aging
  • Member, San Francisco Society of Security Analysts
  • Member, National Association of Corporate Directors
  • Member, Financial Women’s Association of San Francisco (FWSF)
  • Member, Corporate Leadership Council of the Contemporary Jewish Museum
  • Member, Corporate Gifts Committee of the San Francisco Symphony
  • Member, Board of Directors of San Francisco Estate Planning Council
  • Member, Board of Directors of the St. Francis Medical Foundation
  • Former Member, Investment Committee for the Tech Museum of Innovation's Endowment Fund
  • Former Member, Board of Directors of the Girl Scouts of Northern California and Chair of Investment Committee
  • Recipient, Visionary Leadership Award for Service to Girl Scouts, 2008
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