![Scott M. Dorsey](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. Scott M.
Dorsey is Vice President & Director of Operations at NBW Capital LLC.
He manages our back office operations team and has been an investment operations and client service professional for over 17 years.
He joined the firm in 2008 as Back Office Manager overseeing day-to-day operations including client reporting, custodial reconciliation, trade settlement, proxy voting and corporate actions.
He is also a member of the NBW Capital compliance committee.
Mr. Dorsey began his career in 1997 when he managed a call center team at EquiServe, a stock transfer agent, responding to shareholder inquiries about asset transfers, corporate actions, and stock purchase plans.
In 2002, he joined State Street’s Wealth Manager Services division as an officer handling custody and Advent Software responsibilities for several registered investment advisors.
He graduated with a BA from Providence College in 1997.
Former positions of Scott M. Dorsey
| Companies | Position | End |
|---|---|---|
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Regional BanksFinance SSBT’s Fund aims to gain exposure to the price of bitcoin, less expenses and liabilities of their operations. In seeking to achieve its investment objective, the Fund will hold bitcoin and will value its Shares daily based on the CME CF Bitcoin Reference Rate – New York Variant, which is an independently calculated value based on an aggregation of executed trade flow of major bitcoin spot platforms. | Corporate Officer/Principal | - |
NBW Capital LLC
 NBW Capital LLC Investment ManagersFinance NBW Capital seeks to find companies with long-term fundamental drivers that will create value over many years. The firm aims to deliver investment portfolios that outperform their benchmarks. They offer a variety of strategies that can be combined to meet their clients’ individual risk tolerances. NBW Capital’s top-down macro and bottoms-up micro approach is a rigorous part of their risk management process and seeks to eliminate underperforming groups and securities. | Compliance Officer | - |
Training of Scott M. Dorsey
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
49
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
State Street Bank & Trust Co.
State Street Bank & Trust Co. Regional BanksFinance SSBT’s Fund aims to gain exposure to the price of bitcoin, less expenses and liabilities of their operations. In seeking to achieve its investment objective, the Fund will hold bitcoin and will value its Shares daily based on the CME CF Bitcoin Reference Rate – New York Variant, which is an independently calculated value based on an aggregation of executed trade flow of major bitcoin spot platforms. | Finance |
Providence College
 Providence College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
NBW Capital LLC
NBW Capital LLC Investment ManagersFinance NBW Capital seeks to find companies with long-term fundamental drivers that will create value over many years. The firm aims to deliver investment portfolios that outperform their benchmarks. They offer a variety of strategies that can be combined to meet their clients’ individual risk tolerances. NBW Capital’s top-down macro and bottoms-up micro approach is a rigorous part of their risk management process and seeks to eliminate underperforming groups and securities. | Finance |
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