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.

Pat Dorsey Bio Photo

RESEARCH TEAM

John Demichele, CFA

John is a Research Analyst for Dorsey Asset Management, and brings over 16 years of investment management and operations experience.

Prior to joining DAM, John served as an Investment Manager for the Teacher Retirement System of Texas, covering a wide variety of international equities. John holds an M.B.A. with a concentration in Investments & Securities from the University of Texas-Austin and a B.S. in finance from West Chester University of Pennsylvania. He is a CFA charterholder.

Robert Jackson

Robert is a Research Analyst for Dorsey Asset Management, and brings over 6 years of investment management and 16 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 14 years of investment management and operations 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 Shilkett

Jim is a Research Analyst for Dorsey Asset Management, and brings over 16 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.

Operations Team

Michael Harriett, CFA

Michael Harriett is the CFO/COO/CCO for Dorsey Asset Management, and brings over 10 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.