Dorchester employs a highly experienced, multi-disciplinary team that includes complementary capital market, direct investment and firm operations experience, and that is complemented by out-sourced industry and subject matter consultants, auditor, fund administration, custody, and legal. Senior investment professionals average over 30 years experience, most members of the Research team have direct investment experience in corporate credit prior to joining the firm, and average employee tenure exceeds 10 years.
Investment Team - Partners
Operations Team - Partners
Mark co-founded Dorchester and is the firm’s Chief Investment Officer.
Prior to Dorchester, Mark was founder and Portfolio Manager of Anvil Investment Partners, L.P., a distressed securities hedge fund. He was previously a co-founder and Senior Vice President of Libra Investments, Inc., a broker-dealer in high yield and distressed securities, later sold to U.S. Bancorp. Mark began his career in investment banking in 1983 at Dillon, Read & Co., Inc. in New York, and then, in the mid 1980’s at Chanin & Company, a restructuring advisory firm embedded within Drexel Burnham Lambert.
Mark is a member of the Boards of Cycorp, New Dawn Mining, and The Herbert D. Katz Center for Advanced Judaic Studies at the University of Pennsylvania.
Mark earned a B.S. in Economics from the Wharton School, and a B.A. in International Relations from the University of Pennsylvania. He is a Chartered Financial Analyst charter holder.
Bryan serves as the Director of Research. He leads the Research Team in tracking and monitoring hedge funds, as well as performing quantitative analysis and manager due diligence.
Prior to joining Dorchester, Bryan was an Investment Manager at the $4 billion California Endowment where he was responsible for the evaluation, selection, and monitoring of hedge funds as well as long-only equity and credit managers. Prior to that, Bryan was Portfolio Manager and Credit Analyst in the Fixed Income Group at Macquarie Allegiance Capital where he managed the corporate credit allocation of a multi-billion dollar fixed income fund. He started his career as a high yield credit analyst in the Leveraged Finance Group at TCW.
Bryan earned a B.S. in Business-Economics Magna Cum Laude from the University of California, Los Angeles and an M.B.A. from the UCLA Anderson School of Management. He is a Chartered Financial Analyst charter holder.
Matthew serves as a Director in Research. He assists the Research Team in tracking and monitoring hedge funds, as well as performing quantitative analysis and manager due diligence.
Matthew is a seasoned investment professional, having spent the last 20 years working as a portfolio manager for various firms such as hedge fund JMG Capital and Transamerica Investments. During his career as a mutual/pension fund manager he won several awards such as top ten manager in the USA from Pensions and Investments, top ten manager in the US from Lipper as published in the Wall Street Journal, and has been quoted in publications such as Business Week, Reuters News Wire, The Street.com, Brill’s Mutual Fund Interactive, and the NY Post.
Matthew earned a B.A. in Social Science from the University of California, Berkeley, and an M.B.A. from the Marshall School of Business at the University of Southern California. He is a Chartered Financial Analyst charter holder.
Jason serves as a Director in Research, and in addition to hedge fund manager due diligence, he is also responsible for monitoring all private equity investments, and projects where Operations and Research overlap.
Prior to this, he served as an Analyst and then an Associate in Research, assisting in tracking and monitoring hedge funds, as well as, performing quantitative analysis and manager due diligence. He earned a B.S. in Finance, Magna Cum Laude from the Marshall School of Business at the University of Southern California. He is a Chartered Financial Analyst charter holder.
Craig serves as Chief Financial Officer and Chief Compliance Officer.
Before joining Dorchester, Craig was the Chief Financial Officer for Metropolitan West Capital Management, an equity investment manager. Prior to that, he served a dual role as CFO for Metropolitan West Securities, a securities lending firm, and as Corporate Controller for Metropolitan West Financial, a financial services holding company. Craig began his career as an auditor at Deloitte & Touche, specializing in financial services.
Craig earned a B.S. in Business from Miami University (Ohio). He is a Chartered Financial Analyst charter holder and a Certified Public Accountant (inactive).
Stefanie serves as Chief Operating Officer and Director of Operations Due Diligence. She oversees manager operations due diligence, and our middle office operations including the development of closed-end strategies settlement process, and key vendors.
Prior to joining Dorchester as an Analyst, Stefanie worked at Ernst & Young LLP, New York, as a Senior Auditor in the financial services group. Her role included assessing the internal controls and the trade flow through various trading, risk and accounting systems as well as the policies and procedures around cash and valuation.
Stefanie earned a B.S. in Accounting from the University of Delaware. She is a Certified Public Accountant (New York).