Michael J. Dorsey, Jr., CFA, CFP®

Michael J. Dorsey, Jr., CFA, CFP®

Vice President, Wealth Manager

Mike joined Steward Partners in 2017, as a Wealth Manager, where he will concentrate on the creation, implementation and monitoring of client investment strategies, given his extensive background in investment research, asset allocation, and portfolio construction.

With over ten years of investment experience, Mike joined Steward Partners from Boston Advisors, most recently as a Portfolio Manager and Equity Analyst.  Mike served as co-manager of the firm’s institutional Large Cap Value strategy and lead manager for the firm’s Equity Income strategy. Mike had investment discretion of roughly $1 billion in AUM for the benefit of insurance companies, pensions, foundations, endowments, and high net worth individuals.  Prior to his PM responsibilities he was a fundamental equity analyst with primary coverage of the consumer discretionary, health care, and information technology sectors, while also creating and implementing the framework and infrastructure for the fundamental component of the firm’s hybrid quantitative-fundamental investment process.  Prior to joining the institutional team, Mike served as an Associate Portfolio Manager in Boston Advisors’ Private Advisory Group working in a number of capacities with the firm’s high net worth clients.  Prior to joining Boston Advisors, Mike began his career at Brown Brothers Harriman.

Mike holds a Bachelor of Arts from Wesleyan University, a Master of Science in Investment Management from Boston University, and is a CFA Charterholder. He is a member of the CFA Institute and the CFA Society Boston.