Michael Joseph Dorsey

Portfolio Manager-Equities at

The Boston Family Office LLC

Finance

Consumer Services

Profile

Mr. Michael J.
Dorsey is a Portfolio Manager at The Boston Family Office LLC.
He is a member of the institutional equity investment team, conducting fundamental company research.
He primarily covers the consumer discretionary, health care and technology sectors, identifying industry-level trends that generate actionable investment ideas.
Mr. Dorsey also has responsibility within the Large Cap Value team, working alongside the lead portfolio manager and contributing to the stock selection and portfolio management processes.
Prior to joining Boston Advisors’ institutional team, Mr. Dorsey worked as an Associate Portfolio Manager in the firm’s Private Advisory Group, conducting extensive fundamental company research for the group’s four U.S.
equity strategies.
He also offered direct client support by conducting portfolio maintenance and providing oversight to client portfolios.
Prior to that, he worked for Brown Brothers Harriman & Company, holding multiple roles within their operations department.
Mr. Dorsey earned an MS degree in Investment Management from Boston University in 2013 and a BA degree from Wesleyan University in 2008.
He is a member of the CFA Institute and an affiliate member of the Boston Security Analyst Society.

Michael Joseph Dorsey active positions

Companies	Position	Start
The Boston Family Office LLC The Boston Family Office LLC Investment ManagersFinance BFO focuses on building and managing portfolios of growth-oriented equities, using fixed income and other asset classes for balance and stability. For asset classes outside of US equities and bonds, such as international, private equity or real estate, they consider other investment vehicles including limited partnerships, exchange-traded funds and mutual funds. In addition to managing portfolios, each portfolio manager at the firm is responsible for following a sector of the economy.	Portfolio Manager-Equities	01/01/2020

All active positions of Michael Joseph Dorsey

Former positions of Michael Joseph Dorsey

Companies	Position	End
Boston Advisors LLC Boston Advisors LLC Investment ManagersFinance Boston Advisors investment process utilizes proprietary metrics and quantitative and qualitative research from independent research providers. Their institutional investment process begins with an evaluation of the stock universe appropriate for the assignment through their proprietary stock selection engine. The stock selection process prioritizes stocks based on multi-factor statistical models to create data and liquidity screens. These factors are used conjunction with a custom risk model to quantify and manage exposures in the portfolio and portfolio construction rules to build mandate-specific portfolios, designed to target different style boxes, capitalization ranges and risk goals. For Private Account Group clients, Boston Advisors offers asset allocation and customized account solutions in addition to the Private Account Group product offerings. The process begins with a screening for good valuation and increasing business momentum across the universe of available companies to narrow down the list of potential investments. The firm then conducts a thorough review to understand the business fundamentals and dynamics of each company stock they plan to purchase. Boston Advisors will tailor services on the basis of specific client's needs and objectives and will accept restrictions on investing in certain securities or types of securities. The eligible stock universe for institutional and Private Account Group Clients include exchange listed securities, ETFs, over-the-counter securities, corporate debt securities, warrants, options, commercial paper, mutual funds, U.S. government securities, and municipal securities.	Analyst-Equity	-
Brown Brothers Harriman & Co. Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-

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Private companies	5
Boston Advisors LLC Boston Advisors LLC Investment ManagersFinance Boston Advisors investment process utilizes proprietary metrics and quantitative and qualitative research from independent research providers. Their institutional investment process begins with an evaluation of the stock universe appropriate for the assignment through their proprietary stock selection engine. The stock selection process prioritizes stocks based on multi-factor statistical models to create data and liquidity screens. These factors are used conjunction with a custom risk model to quantify and manage exposures in the portfolio and portfolio construction rules to build mandate-specific portfolios, designed to target different style boxes, capitalization ranges and risk goals. For Private Account Group clients, Boston Advisors offers asset allocation and customized account solutions in addition to the Private Account Group product offerings. The process begins with a screening for good valuation and increasing business momentum across the universe of available companies to narrow down the list of potential investments. The firm then conducts a thorough review to understand the business fundamentals and dynamics of each company stock they plan to purchase. Boston Advisors will tailor services on the basis of specific client's needs and objectives and will accept restrictions on investing in certain securities or types of securities. The eligible stock universe for institutional and Private Account Group Clients include exchange listed securities, ETFs, over-the-counter securities, corporate debt securities, warrants, options, commercial paper, mutual funds, U.S. government securities, and municipal securities.	Finance
The Boston Family Office LLC The Boston Family Office LLC Investment ManagersFinance BFO focuses on building and managing portfolios of growth-oriented equities, using fixed income and other asset classes for balance and stability. For asset classes outside of US equities and bonds, such as international, private equity or real estate, they consider other investment vehicles including limited partnerships, exchange-traded funds and mutual funds. In addition to managing portfolios, each portfolio manager at the firm is responsible for following a sector of the economy.	Finance
Boston University Boston University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Brown Brothers Harriman & Co. Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Provides brokerage services	Finance
Wesleyan University Wesleyan University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services