Pat Dorsey, CFA
Pat is the founder of Dorsey Asset Management. Prior to starting Dorsey Asset, Pat was Director of Research for Sanibel Captiva Trust, an independent trust company serving high net worth clients.
From 2000 to 2011, Pat was Director of Equity Research for Morningstar, where he led the growth of Morningstar’s equity research group from 20 to 90 analysts. Pat was instrumental in the development of Morningstar’s economic moat ratings, as well as the methodology behind Morningstar’s framework for analyzing competitive advantage. Pat is also the author of two books — The Five Rules for Successful Stock Investing and The Little Book that Builds Wealth.
Pat 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 charterholder.
Robert is a Research Analyst for Dorsey Asset Management, and brings over 9 years of investment management and 18 years of small business experience.
Prior to joining DAM, Robert founded RWJ Research to provide buy-side research consulting with an emphasis on shorting. Some of these projects resulted in activist publications. Robert also founded and operated a variety of businesses in social networking, genetic testing, and corporate catering. Robert holds a B.S. degree in biology from The University of the South.
Marc Reber, CFA
Marc is a Research Analyst for Dorsey Asset Management, and brings over 17 years of investment management experience.
Prior to joining DAM, Marc served as a Senior Research Associate for Citigroup and worked as an Analyst for Foundation Asset Management. Marc holds a B.B.A. in Finance, Investment & Banking and Accounting from the University of Wisconsin-Madison. He is a CFA charterholder.
Jim is a Research Analyst for Dorsey Asset Management, and brings over 19 years of investment management and consulting experience.
Prior to joining DAM, Jim served as an Equity Analyst at Covey Capital Management and worked as an Analyst for McKinsey & Company. Jim holds an M.B.A with concentrations in Finance and Strategy from the University of Chicago Booth School of Business and a B.A. in Economics and Sociology from Williams College.
Michael Harriett, CFA
Michael Harriett is the CFO/COO/CCO for Dorsey Asset Management, and brings over 13 years of investment management industry and operations experience.
Prior to joining DAM, Michael served as the Director of Operations for Sanborn Kilcollin Partners, a Chicago based registered investment adviser, and worked for Citadel Securities prior to joining DAM. Michael holds an M.B.A with concentrations in Finance and Strategic Management from the University of Chicago Booth School of Business and a B.A. in Economics from the University of Chicago. He is a CFA charterholder.
Andrea Martyn is an Operations Associate for Dorsey Asset Management, and brings over 11 years of administrative and operations experience.
Prior to joining DAM, Andrea supported the Capital Raising & Investor Relations team at BentallGreenOak and served as an Administrative Manger for Alliant/Mesirow Insurance Services. Andrea holds a B.A. from the University of Illinois at Urbana-Champaign and the CFA Institute’s Investment Foundations Certificate.