Christopher J. Dorsey, CFAVice President, Willamette Valley
Chris Dorsey, Willamette Valley, is responsible for managing custom investment portfolios for clients, recommending investment strategies and asset allocations for clients and assisting the advisers at the Westport office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs.
Previously, Chris held the position of Chief Investment Officer at HFI Wealth Management. In his role at HFI Wealth Management, Chris developed proprietary investment strategies covering a broad range of asset classes and spanning the global marketplace. He utilized both fundamental and technical analysis research to create and manage unique and custom investment portfolios for clients, including high-net-worth individuals, endowments and foundations.
Chris is a graduate of Virginia Tech where he received his Bachelor’s Degree in Economics with a minor in Business. Chris also attended the University of Denver, where he received his Masters of Science Degree in Finance with a concentration in Investments. While completing his Master’s degree, Chris held the position of President of the Marsico Investment Team for the Daniels College of Business. Chris also holds the Chartered Financial Analysts® (CFA®) designation.
Chris lives in Northern Virginia with his wife, Amanda, and their pug, Breck. He enjoys camping, golf and is an avid snowboarder.
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.