Glenn Dorsey

Head of Client Portfolio Management @Clark Capital Management Group

Philadelphia, PA, US
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Apr 2016 — Present

Head of Client Portfolio Management @Clark Capital Management Group

View department →

EDUCATION

1982 — 1986

Rider University

BS, Accouning/Finance

SKILLS

Global MacroCfaDerivativesManager Due DiligenceSeries 65Product SpecialistsWealth ManagementAsset ManagementSeries 7Client Portfolio ManagerBloombergSeries 24CaiaPortfolio ManagementInvestmentsEtfsAlternative InvestmentsAsset AllocationMutual FundsEquitiesSeries 63TradingFixed Income

ABOUT GLENN DORSEY

CFA charterholder (1988) and CAIA charterholder (2016) with over 30 years of experience as a client portfolio manager, portfolio manager and analyst working primarily with high net worth clients, mutual funds, trusts/estates, and endowments/foundations.Experience managing Active Duration Management strategy, Tactical Asset Allocation, and Large Cap Core Equity. Extensive experience interfacing with clients and distribution channel. Equity and Fixed Income trading experience. Specialties: Portfolio Management, Distribution

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Glenn Dorsey — Head of Client Portfolio Management at Clark Capital Management Group in Philadelphia, PA, US | Unifers