Christopher J. Dorsey, CFAINVESTMENT MANAGEMENT ADVOCATE
Chris Dorsey is an Investment Management Advocate at United Capital Financial Advisers, LLC. His duties include managing custom investment portfolios for clients, recommending appropriate investment strategies and asset allocations for clients and assisting advisers in aspects of the financial planning process related to investment management.
Prior to joining United Capital, Chris held the position of Chief Investment Officer at HFI Wealth Management, now United Capital. During his time at HFI Wealth Management, Chris developed proprietary investment strategies covering a broad range of asset classes and spanning the global marketplace. He utilized both fundamental and technical analysis research to create and manage unique and custom investment portfolios for clients including high net-worth individuals, endowments and foundations. Chris also ran weekly investment team meetings at HFI and authored monthly, quarterly and annual commentaries that included analysis of the markets, economies and forecasts for the aforementioned.
Chris is a graduate of Virginia Tech where he received his Bachelor’s Degree in Economics with a minor in Business. Chris also attended the University of Denver where he received his Master of Science Degree in Finance with a concentration in Investments. While completing his Master’s degree, Chris held the position of President of the Marsico Investment Team in the Daniel’s College of Business. Chris also holds the Chartered Financial Analysts® (CFA®) designation and has been quoted in periodicals such as the Wall Street Transcript.
Chris lives in Northern Virginia with his wife, Amanda, and their pug, Breck. He enjoys camping, golf and is an avid snowboarder.
Representative is an employee of United Capital. United Capital and WPC are separate and unrelated companies.