Tom Dorsey

Profile

Tom Dorsey began his financial career as a stockbroker at Merrill Lynch Pierce Fenner & Smith in 1974 and then was offered the opportunity to manage the Options Strategy Department at Wheat, First Securities. In January 1987, he left Wheat, First Securities to start Dorsey, Wright & Associates as an outsourced Options Strategy firm. After the crash, Dorsey realized that the Options business would never be the same. He changed the company’s focus from an options strategy firm to an equity technical analysis research company, primarily because any option strategy first begins with researching the underlying stock. Today the company employs over 20 people, with clients spanning the globe, in addition to managing and sub-advising over $5 Billion in assets through Separately Managed Accounts, Annuities, Mutual Funds, Exchange Traded Funds (ETFs) and Unit Investment Trusts. Mr. Dorsey has 40 years of experience in the financial services business and is the author of numerous books on the Point & Figure methodology as well as motivational books. Mr. Dorsey is an award winning speaker, having taught the Point & Figure method of investing, around the globe.

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