October 8, 2009

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Tom Dorsey began his financial career as a stockbroker at Merrill Lynch Pierce Fenner & Smith in 1974 and then was offered the opportunity to manage the Options Strategy Department at Wheat, First Securities. In January 1987, he left Wheat, First Securities to start Dorsey, Wright & Associates as an outsourced Options Strategy firm. After the crash, Dorsey realized that the Options business would never be the same. He changed the company’s focus from an options strategy firm to an equity research company, primarily because any option strategy first begins with researching the underlying stock. Today the company employees 16 people with clients spanning the globe in addition to managing over $700 million in assets through Separately Managed Accounts, Annuities, Mutual Funds, and Exchange Traded Funds (ETFs). Mr. Dorsey has 34 years of experience in the financial services business and is the author of numerous books on the Point & Figure methodology as well as motivational books. Mr. Dorsey is an award winning speaker having taught the Point & Figure methodology throughout the world.