As the Director of Research, Bryan leads the Investment team in originating, evaluating, and managing investments across Dorchester’s strategies. He is responsible for managing all aspects of the investment and portfolio management processes for the Credit Opportunities and Secondaries funds.

Bryan joined Dorchester in 2009 from the California Endowment, where he oversaw hedge funds and external long-only equity and credit strategies.  His professional experience includes Fixed Income Portfolio Manager with Macquarie Allegiance Capital and High Yield Analyst within TCW’s Leveraged Finance Group.

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.

As Director in Research, Matthew is a senior member of the Investment Research team and plays a critical role in the investment process for the Credit Opportunities and Secondaries funds.

Matthew has over 20 years of experience as a portfolio manager, with firms such as JMG Capital and Transamerica Investments. During his career as a mutual/pension fund manager, Matthew was recognized as a top-rated fund manager by Lipper, the Wall Street Journal, and Pensions & Investments magazine. He has been quoted in publications such as Businessweek, 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.

Jason serves as a Director in Research, and in addition to ongoing manager monitoring, assists with the firm’s Client Relations and Business Development efforts.

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.

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).

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).