Dorchester is a privately held firm that provides a partnership track for our colleagues. The firm’s Senior Professionals average over 20 years investment industry experience, including as Portfolio Manager or as Co-Portfolio Manager at other firms, and employees, including some with similar investment backgrounds, average more than 10 years tenure with the firm. The Investment and Operations teams are supported by liberal use of industry and subject matter consultants, auditors, fund administration, custody, and legal.
Senior Professionals:
Mark S. Zucker, CFA
Co-Founder, CIO, Partner
Mark co-founded the firm in 2001 and serves as the Chief Investment Officer. Mark was formerly the founder of Anvil Investment Partners L.P., a distressed credit fund. He was also a co-founder and Senior Vice President of Libra Investments, Inc., a broker-dealer in high yield and distressed securities. In the late 1980’s Mark had set up Anvil Claims, Inc to factor trade claims due from bankrupt companies. Mark began his career in investment banking at Dillon, Read & Co., Inc. and continued at Chanin & Company, a restructuring advisory firm embedded within Drexel Burnham Lambert. Mark is a member of the Boards of Cycorp, New Dawn Mining, The Herbert D. Katz Center for Advanced Judaic Studies at the University of Pennsylvania, and Prepory College Counseling. Mark earned a B.S. in Economics from the Wharton School with majors in Finance and in Entrepreneurial Management, and simultaneously a B.A. from the College of Arts & Sciences at the University of Pennsylvania with major in International Relations. Mark is a Chartered Financial Analyst charter holder.
Harry Garcia, CFA
Head of Research, Partner
Harry serves as Head of Research where he assists in investment sourcing, due diligence, portfolio management and ongoing monitoring of investments. He earned an MBA at Columbia Business School with Dean’s Honors and concentration in finance, and where he was a finalist for multiple value investing stock competitions. Prior to this he was an internal strategy consultant with NBCUniversal, and an equity research analyst at a value oriented, long-only asset manager in Santa Monica. He received his B.A. from UCLA, graduating Summa Cum Laude with a major in Economics and minor in Accounting. He is a Chartered Financial Analyst charter holder.
Rolando Capinpin, Jr.
Director
Rolando serves as a Director in Research where he assists in investment sourcing, due diligence, portfolio management and ongoing monitoring of investments. Prior to this, he served as Director at Birch Lake Associates, a restructuring advisory firm. Previously, he served as a Director at Z Capital, a private credit fund management platform and merchant bank and before this, he was a Vice President at Chilmark Partners, a merchant bank that specializes in corporate reorganizations. Rolando holds a Bachelor of Science in mathematics, Bachelors of Arts in both economics and statistics and an MBA from the University of Chicago.
Jason Gabrielli, CFA
Director, Partner
Jason serves as a Director in Research and assists in business development and client relations. Prior to this, he served as an Analyst and then an Associate in Research, assisting in tracking and monitoring investments, 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 Carlson, CFA
CFO, CCO, Partner
Craig serves as Chief Financial Officer and Chief Compliance Officer. Craig oversees all aspects of the Operations group and compliance. 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 Keuler, CPA
COO, Partner
Stefanie serves as Chief Operating Officer and Director of Operational Due Diligence. Stefanie oversees all aspects of manager operational due diligence and the trade settlement process. Prior to joining Dorchester, 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.