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Brad Dorman
Directeur Général chez
WhaleRock Point Partners LLC
Profil
Mr. Bradley P.
Dorman is a Managing Partner at WhaleRock Point Partners LLC.
He is also the founder of the firm.
He has over 30 years of industry experience and specializes in Tax and Estate Law as well as being the firms Chief Investment Officer.
Prior to founding the firm, Mr. Dorman was a Senior Vice President and Portfolio Manager at Bank of America and one of its predecessor banks, Fleet Financial Group.
In his prior capacity, he managed high net worth and institutional portfolios and was responsible for overall asset allocation decision making, portfolio construction and implementation.
He graduated from Harvard University with an AB in Economics in 1984 and obtained his law degree from the University of Wisconsin in 1987.
Postes actifs de Brad Dorman
| Sociétés | Poste | Début |
|---|---|---|
WhaleRock Point Partners LLC
 WhaleRock Point Partners LLC Investment ManagersFinance WhaleRock seeks maximum after-tax investment results for their clients while adhering to each client’s written investment policy. The firm provides customized investment advice and asset allocation modeling and implements both strategic and tactical positioning within client portfolios. After developing their long-term, secular investment themes, they use a combination of fundamental and technical analysis to select individual securities that complement their top-down approach. | Directeur Général | 01/05/2006 |
Anciens postes connus de Brad Dorman
| Sociétés | Poste | Fin |
|---|---|---|
| BANK OF AMERICA CORPORATION | Corporate Officer/Principal | 30/04/2005 |
Fleet Financial Group, Inc.
 Fleet Financial Group, Inc. Major BanksFinance Commercial banking | Corporate Officer/Principal | - |
Formation de Brad Dorman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Bank of America Corp.
 Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services | Finance |
WhaleRock Point Partners LLC
WhaleRock Point Partners LLC Investment ManagersFinance WhaleRock seeks maximum after-tax investment results for their clients while adhering to each client’s written investment policy. The firm provides customized investment advice and asset allocation modeling and implements both strategic and tactical positioning within client portfolios. After developing their long-term, secular investment themes, they use a combination of fundamental and technical analysis to select individual securities that complement their top-down approach. | Finance |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Fleet Financial Group, Inc.
Fleet Financial Group, Inc. Major BanksFinance Commercial banking | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
