Brad Dorman

Verkställande Direktör på

WhaleRock Point Partners LLC

Finance

Consumer Services

Profil

Mr. Bradley P.
Dorman is a Managing Partner at WhaleRock Point Partners LLC.
He is also the founder of the firm.
He has over 30 years of industry experience and specializes in Tax and Estate Law as well as being the firms Chief Investment Officer.
Prior to founding the firm, Mr. Dorman was a Senior Vice President and Portfolio Manager at Bank of America and one of its predecessor banks, Fleet Financial Group.
In his prior capacity, he managed high net worth and institutional portfolios and was responsible for overall asset allocation decision making, portfolio construction and implementation.
He graduated from Harvard University with an AB in Economics in 1984 and obtained his law degree from the University of Wisconsin in 1987.

Aktiva positioner av Brad Dorman

Företag	Position	Start
WhaleRock Point Partners LLC WhaleRock Point Partners LLC Investment ManagersFinance WhaleRock seeks maximum after-tax investment results for their clients while adhering to each client’s written investment policy. The firm provides customized investment advice and asset allocation modeling and implements both strategic and tactical positioning within client portfolios. After developing their long-term, secular investment themes, they use a combination of fundamental and technical analysis to select individual securities that complement their top-down approach.	Verkställande Direktör	2006-05-01

Alla aktiva positioner av Brad Dorman

Tidigare kända positioner av Brad Dorman

Företag	Position	Slut
BANK OF AMERICA CORPORATION	Företagsledare/Principal	2005-04-30
Fleet Financial Group, Inc. Fleet Financial Group, Inc. Major BanksFinance Commercial banking	Företagsledare/Principal	-

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Kopplade företag

Privata företag	5
Bank of America Corp. Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services	Finance
WhaleRock Point Partners LLC WhaleRock Point Partners LLC Investment ManagersFinance WhaleRock seeks maximum after-tax investment results for their clients while adhering to each client’s written investment policy. The firm provides customized investment advice and asset allocation modeling and implements both strategic and tactical positioning within client portfolios. After developing their long-term, secular investment themes, they use a combination of fundamental and technical analysis to select individual securities that complement their top-down approach.	Finance
Harvard University Harvard University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Fleet Financial Group, Inc. Fleet Financial Group, Inc. Major BanksFinance Commercial banking	Finance
University of Wisconsin University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services