Investment Approach

Michael J. Dorsey, Jr. CFA, CFP® joined The Boston Family Office in 2020 as a portfolio manager.

Previously, he was a wealth manager with Steward Partners Global Advisory where he worked closely with high-net-worth individuals to create financial plans and develop diversified investment portfolios. Prior to that, Mike was a portfolio manager and Equity Analyst at Boston Advisors where he conducted sector, industry, and individual stock research with oversight of more than $1B of AUM for the benefit of insurance companies, endowments, foundations, and high-net-worth individuals. Mike began his career at Brown Brothers Harriman.

Mike earned a BA in 2008 from Wesleyan University where he was a co-captain of the varsity ice hockey team. He also holds an MS in Investment Management from Boston University. Mike is a CFA Charterholder and CERTIFIED FINANCIAL PLANNERô professional. His professional memberships include: CFA Institute, CFA Society Boston, and the Boston Estate Planning Council (BEPC).

Mike resides in Dorchester with his wife, Sunny, and their three children. When not in the office, Mike enjoys spending time with family and friends as well as staying active on the golf course or on the bike. He is a board member of Mals Pals Foundation which helps raise awareness for rare genetic conditions, specifically Rubenstein-Taybi Syndrome (RTS).

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