Gary K. Dorfman
Keine laufenden Positionen mehr
Profil
Prior to joining Manchester, Mr. Dorfman was a Vice President at Sanford C.
Bernstein, playing an integral role in building their West Coast private client practice.
He was also a Managing Director at Robertson Stephens & Co., responsible for developing and managing the firms Private Client Group.
Most recently, Mr. Dorfman was a Senior Vice President and Managing Director of Lincoln Financial Advisors where he was responsible for overseeing the firms $15 billion Wealth Management Platform as well as directing their fee based Investment Planning business.
Mr. Dorfman received his BA from the University of California at Santa Barbara with a dual emphasis in Business Economics and Political Science.
He has also completed course work at Wharton School of The University of Pennsylvania.
Mr. Dorfman lives in Montecito, California and is the proud father of his two boys and one daughter Tyler, 10, Ava, 9, and Colby, 6.
In addition to his passion for growing and building businesses, he has always loved playing sports.
Now that his football and baseball days are over he has become an avid swimmer.
He also takes great pleasure in coaching his kids baseball and soccer teams.
Ehemalige bekannte Positionen von Gary K. Dorfman
Unternehmen | Position | Ende |
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Manchester Capital Management LLC
Manchester Capital Management LLC Investment ManagersFinance Manchester Capital Management LLC (MCM) is an independent, SEC-registered investment advisor headquartered in Manchester Center, Vermont. The firm was founded in 1993 by Edward Cronin Jr. MCM provides advisory services to individuals, family office entities, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, and the Equinox Funds. | Mitglied des Investmentausschusses | 31.08.2009 |
Lincoln Financial Advisors Corp.
Lincoln Financial Advisors Corp. Investment Banks/BrokersFinance Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors. | Corporate Officer/Principal | - |
Robertson Stephens & Co. | Corporate Officer/Principal | - |
Sanford C. Bernstein & Co., Inc.
Sanford C. Bernstein & Co., Inc. Investment ManagersFinance Sanford C. Bernstein Asset Management is an investment advisor located in New York City. The firm is a subsidiary of AllianceBernstein LP and their ultimate parent is AXA SA (NYSE: AXA). They manage portfolios for individuals, trusts, pensions, endowments and foundations. | Corporate Officer/Principal | - |
Ausbildung von Gary K. Dorfman
University of California, Santa Barbara | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 4 |
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Manchester Capital Management LLC
Manchester Capital Management LLC Investment ManagersFinance Manchester Capital Management LLC (MCM) is an independent, SEC-registered investment advisor headquartered in Manchester Center, Vermont. The firm was founded in 1993 by Edward Cronin Jr. MCM provides advisory services to individuals, family office entities, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, and the Equinox Funds. | Finance |
Sanford C. Bernstein & Co., Inc.
Sanford C. Bernstein & Co., Inc. Investment ManagersFinance Sanford C. Bernstein Asset Management is an investment advisor located in New York City. The firm is a subsidiary of AllianceBernstein LP and their ultimate parent is AXA SA (NYSE: AXA). They manage portfolios for individuals, trusts, pensions, endowments and foundations. | Finance |
Robertson Stephens & Co. | Finance |
Lincoln Financial Advisors Corp.
Lincoln Financial Advisors Corp. Investment Banks/BrokersFinance Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors. | Finance |