Profil
Mr. Patrick W.
Dorsey, CFA, is a Founder at Dorsey Asset Management LLC.
He is the founder of Dorsey Asset Management.
Prior to starting Dorsey Asset, he was Director of Research for Sanibel Captiva Trust, an independent trust company serving high net worth clients.
From 2000 to 2011, he was Director of Equity Research for Morningstar, where he led the growth of Morningstar’s equity research group from 20 to 90 analysts.
He was instrumental in the development of Morningstar’s economic moat ratings, as well as the methodology behind Morningstar’s framework for analyzing competitive advantage.
He holds a Master’s degree in Political Science from Northwestern University and a bachelor’s degree in government from Wesleyan University.
He is a CFA charter holder.
Postes actifs de Pat Dorsey
| Sociétés | Poste | Début |
|---|---|---|
Dorsey Asset Management LLC
 Dorsey Asset Management LLC Investment ManagersFinance Dorsey Asset Management LLC (DAM) is a SEC-registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Patrick “Pat” Dorsey in 2013 and is owned by Wheat Thin LLC. DAM provides investment advisory services to individuals, high-net-worth individuals, charitable organizations and institutions. They also serve as the investment manager to certain private fund(s). | Directeur Général | 31/07/2013 |
Anciens postes connus de Pat Dorsey
| Sociétés | Poste | Fin |
|---|---|---|
| Sanibel Captiva Investment Advisers, Inc. | President | - |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Analyst-Equity | - |
Sanibel Captiva Trust Co.
 Sanibel Captiva Trust Co. Investment ManagersFinance Sanibel Captiva Trust Co. is a wealth management company that provides individualized investment portfolios, estate planning, and family office services. The private company is based in Sanibel, FL, and has subsidiaries in the United States. The company's investment management team recently held their 2023 economic outlook events throughout Fort Myers and Naples that offered an economic overview and investment strategies worth considering in the new year for clients and friends. The company is committed to supporting nonprofit organizations, foundations, and endowments that provide care to those in need. The company offers a wide range of investment services, including wealth management, asset management, and investing strategies. The company was founded in 2001 by S. Albert D. Hanser, and Terry Igo has been the CEO since 2001. | Directeur Technique/Scientifique/R&D | - |
Formation de Pat Dorsey
| Northwestern University | Graduate Degree |
| Wesleyan University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Sanibel Captiva Trust Co.
Sanibel Captiva Trust Co. Investment ManagersFinance Sanibel Captiva Trust Co. is a wealth management company that provides individualized investment portfolios, estate planning, and family office services. The private company is based in Sanibel, FL, and has subsidiaries in the United States. The company's investment management team recently held their 2023 economic outlook events throughout Fort Myers and Naples that offered an economic overview and investment strategies worth considering in the new year for clients and friends. The company is committed to supporting nonprofit organizations, foundations, and endowments that provide care to those in need. The company offers a wide range of investment services, including wealth management, asset management, and investing strategies. The company was founded in 2001 by S. Albert D. Hanser, and Terry Igo has been the CEO since 2001. | Finance |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Finance |
| Sanibel Captiva Investment Advisers, Inc. | Finance |
Dorsey Asset Management LLC
Dorsey Asset Management LLC Investment ManagersFinance Dorsey Asset Management LLC (DAM) is a SEC-registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Patrick “Pat” Dorsey in 2013 and is owned by Wheat Thin LLC. DAM provides investment advisory services to individuals, high-net-worth individuals, charitable organizations and institutions. They also serve as the investment manager to certain private fund(s). | Finance |