Chris Dorsey
Vermögen: 56 Mio $ am 31.08.2026
Vermögen: 56 Mio $ am 31.08.2026
Christopher J.
Dorsey worked as an Investment Analyst & Portfolio Strategist at Hoxton Financial, Inc. from 2011 to 2015, and as a Vice President at United Capital Financial Advisers LLC from 2016 to 2020.
He received an undergraduate degree from Virginia Polytechnic Institute & State University in 2009 and a graduate degree from the University of Denver in 2011.
| Unternehmen | Datum | Anzahl der Aktien | Bewertung | Datum der Bewertung |
|---|---|---|---|---|
29,8 % | 26.05.2026 | 4 174 028 ( 29,8 % ) | 56 Mio $ | 31.08.2026 |
| Unternehmen | Position | Ende |
|---|---|---|
United Capital Financial Advisors LLC
United Capital Financial Advisors LLC Investment ManagersFinance United Capital provides investment management services to their clients using a variety of asset classes and investment vehicles. The firm’s Independent Advisory Representatives (IARs) work with clients to determine an appropriate asset allocation based on the client's risk tolerance, investment objectives, and investment attribute preferences. Their investment process begins with a global macroeconomic view, which drives their broader asset allocation decisions. The United Capital Investment Committee is responsible for overall supervision of client assets under United Capital’s management, including determining which Portfolio Managers to use. | Portfolio Manager-Aktien | 01.04.2020 |
Hoxton Financial, Inc.
Hoxton Financial, Inc. Investment ManagersFinance Provides investment advice | Chief Investment Officer | - |
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| Private Unternehmen | 4 |
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United Capital Financial Advisors LLC
United Capital Financial Advisors LLC Investment ManagersFinance United Capital provides investment management services to their clients using a variety of asset classes and investment vehicles. The firm’s Independent Advisory Representatives (IARs) work with clients to determine an appropriate asset allocation based on the client's risk tolerance, investment objectives, and investment attribute preferences. Their investment process begins with a global macroeconomic view, which drives their broader asset allocation decisions. The United Capital Investment Committee is responsible for overall supervision of client assets under United Capital’s management, including determining which Portfolio Managers to use. | Finance |
Virginia Polytechnic Institute & State University
Virginia Polytechnic Institute & State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Denver
University of Denver Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hoxton Financial, Inc.
Hoxton Financial, Inc. Investment ManagersFinance Provides investment advice | Finance |
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