Archive for the 'Uncategorized' Category

Adrienne Doobin: CFA Institute’s Asset Manager Code of Professional Conduct

March 27, 2013

Former financier Adrienne Doobin serves as the founder and co-owner of Harvard Protection Services, LLC, in New York City. She is a member of CFA Institute, an advocacy organization for chartered financial analysts.

An important function of CFA Institute is to provide codes of conduct for its members. One such standard is the Asset Manager Code of Professional Conduct.

Core principles of the Asset Manager Code include adherence to the highest ethical standards and maintenance of accurate and prompt client communication. Also, managers must obey applicable laws and regulations concerning securities at all times, and always should place clients’ interests above their own personal gain. Essential to this practice is the maintainence of confidentiality and the avoidance of relationships that could compromise professional behavior.

Additionally, the code stipulates that managers should exercise prudence in handling assets. This includes refraining from methods that create a false impression of market values. When trading, managers must not act on information that is unavailable to the public or that could affect the price of an asset.

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Adrienne Doobin: What is the CFA Institute?

March 19, 2013

Founded in 1947, the Chartered Financial Analyst (CFA) Institute is a nonprofit organization of investment professionals devoted to setting the standard of excellence within the investment industry. Although it had its beginnings in Charlottesville, Virginia, where it is headquartered, the CFA has expanded globally, and it had more than 100,000 members in 140 countries as of 2012.

Membership in the CFA Institute comes with a wide range of advantages, including multiple career resources and networking opportunities. Those members who are looking for work can search the CFA Institute’s JobLine resource, which is updated with new investment jobs frequently. Members can also connect with other members by using the organization’s extensive online directory. Furthermore, the CFA Institute offers a wide range of educational programs for members who are looking to advance their careers, including a graduate-level curriculum known as the CFA Program.

The mission of the CFA Institute is to promote five organizational pillars–ethics, global community, industry knowledge, professional excellence, and the greater good–that all members must uphold. To learn more about the CFA Institute, visit http://www.cfainstitute.org.

Adrienne Doobin is a business professional, Chartered Financial Analyst, and a member of the CFA Institute. In her free time, she enjoys gardening, reading, and horseback riding.

Adrienne Doobin: Earning the CFA Charter

February 28, 2013

In June 1986, Adrienne Doobin earned her Chartered Financial Analyst designation, or CFA charter. This globally-recognized credential is quite significant for those who are in the investment- management and financial analysis field. However, earning it requires a hefty investment of time and effort.

The CFA program is divided into three levels, with each level ending in a six-hour-long exam. The Level I examination is a 240-question, multiple-choice test. The Level II examination is a bit more practical and contains 20 “mini-cases” that emulate various investment problems that practitioners encounter. The Level III test starts off with essay questions during the first half of the day and then changes to 10-item sets in the later portions.

The first two exam levels are machine-graded, but the final exam papers are hand-graded by volunteer CFA charterholders. Tens of thousands of candidates take the test every year, but such a rigorous exam filters out a good portion of them.

Adrienne Doobin on the Environmental Firm CleanCampus

August 13, 2012

Founded to supply educational institutions with janitorial and custodial services, CleanCampus works with colleges, universities, and public and private schools for grades K-12 throughout the United States. The company offers each establishment a customized program implemented by trained personnel. Aiming to provide its clients with clean facilities, CleanCampus also administers repair and maintenance services, including restoration of materials such as marble, metal, and wood.

Committed to sustainability, CleanCampus earned certification with Honors in Green Building from the Cleaning Industry Management Standard, GS-42 from Green Seal, and complies with LEED requirements. Thus the company employs environmentally friendly practices in its cleaning and maintenance services. CleanCampus also encourages its clients to improve the level of their facilities’ ecological impact and assists them in advancing toward this goal.

About Adrienne Doobin: With over twenty years of experience in the financial industry, Adrienne Doobin co-founded Harvard Maintenance, Inc., and Harvard Protection LLC, the parent companies of CleanCampus. Previously she served with County Securities and the Republic National Bank of New York.

Adrienne Doobin Discusses Newark Academy

May 22, 2012

For nearly 240 years, Newark Academy has trained young people under the motto “ad lumen,” Latin for “toward enlightenment.” Founded in 1774, the school’s notable American roots prompted the British to burn down its original building during the American Revolution. In 1964, Newark Academy moved into its 68-acre grounds in Livingston, New Jersey. Since then, this forward-thinking preparatory school has continued to expand by gaining an arts center, a nature trail, and a library.

A coeducational facility, Newark Academy features classes from 6th to 12th grade. Although approximately 565 students attend the school, the average class size is 13. Additionally, Newark Academy became the first New Jersey school to award the International Baccalaureate Diploma, and every student must participate in cultural or environmental immersion studies. Boasting an active student life, the institution offers a strong athletic program in which 80 percent of pupils participate, as well as over 40 student organizations and clubs.

About the Author:

For over a decade, Adrienne Doobin has performed in various executive roles for Harvard Protection Services, LLC, and she currently acts as its Vice President. Outside of her work, Ms. Doobin supports the Newark Academy Parents Association.

From the Desk of Adrienne Doobin: An Overview of the NYSSA

May 22, 2012

Committed to promoting best practices and high ethical standards for investment professionals, the New York Society of Security Analysts (NYSSA) is dedicated to serving the investment industry. The Society was established in 1937 and hosts an array of impressive members. An NYSSA co-founder, Benjamin Graham, was one of the original experts on securities analysis.

NYSSA members gain access to a variety of benefits, including reduced rates for Society-sponsored events as well as free access to members-only events. Additionally, members enjoy admittance to the Manhattan Members Lounge, located in the midtown area of New York City, and can peruse the writings of Benjamin Graham through the Value Investing Archive. Of course, members also get the benefit of networking with other securities professionals. The website features an active member directory of 10,000, which is open to members. Additionally, members can help shape the Society through participation on one of the 14 committees.

About the Author:

A Chartered Financial Analyst who founded her own company, Adrienne Doobin is a member of NYSSA.