Chris Dorsey

No open positions remaining

Net worth: 56 M $ as of 31/08/2026

Finance

Consumer Services

Profile

Christopher J.
Dorsey worked as an Investment Analyst & Portfolio Strategist at Hoxton Financial, Inc. from 2011 to 2015, and as a Vice President at United Capital Financial Advisers LLC from 2016 to 2020.
He received an undergraduate degree from Virginia Polytechnic Institute & State University in 2009 and a graduate degree from the University of Denver in 2011.

Known holdings in public companies

Company	Date	Number of shares	Valuation	Valuation date
29.8%	26/05/2026	4,174,028 ( 29.8% )	56 M $	31/08/2026

Former positions of Chris Dorsey

Companies	Position	End
United Capital Financial Advisors LLC United Capital Financial Advisors LLC Investment ManagersFinance United Capital provides investment management services to their clients using a variety of asset classes and investment vehicles. The firm’s Independent Advisory Representatives (IARs) work with clients to determine an appropriate asset allocation based on the client's risk tolerance, investment objectives, and investment attribute preferences. Their investment process begins with a global macroeconomic view, which drives their broader asset allocation decisions. The United Capital Investment Committee is responsible for overall supervision of client assets under United Capital’s management, including determining which Portfolio Managers to use.	Portfolio Manager-Equities	01/04/2020
Hoxton Financial, Inc. Hoxton Financial, Inc. Investment ManagersFinance Provides investment advice	Chief Investment Officer	-

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Training of Chris Dorsey

Experiences
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Linked companies

Private companies	4
United Capital Financial Advisors LLC United Capital Financial Advisors LLC Investment ManagersFinance United Capital provides investment management services to their clients using a variety of asset classes and investment vehicles. The firm’s Independent Advisory Representatives (IARs) work with clients to determine an appropriate asset allocation based on the client's risk tolerance, investment objectives, and investment attribute preferences. Their investment process begins with a global macroeconomic view, which drives their broader asset allocation decisions. The United Capital Investment Committee is responsible for overall supervision of client assets under United Capital’s management, including determining which Portfolio Managers to use.	Finance
Virginia Polytechnic Institute & State University Virginia Polytechnic Institute & State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Denver University of Denver Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Hoxton Financial, Inc. Hoxton Financial, Inc. Investment ManagersFinance Provides investment advice	Finance