Meet Tom Dorsey - The Investment Visionary

Tom is just one of the great people you'll have the opportunity of meeting this Monday at the Lessons For Leaders Forum!

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.

Education: Virginia Commonwealth University BS Business Administration,

BS Economics

Books: Point & Figure Charting - 1st, 2nd and 3rd Editions

Tom Dorsey’s Trading Tips: A Playbook for Stock Market Success

Thriving As a Stockbroker in the 21st Century

Commodity Strategies: High Profit Techniques for Investors & Traders

Keep Pedaling Zen Farmer

Finding Religion Among the Rapids

Articles: Wall Street Journal, Barron’s, Fortune, Bloomberg Personal,

Futures Magazine, Technical Analysis of Stocks &

Commodities, Japanese Futures Magazine and others.

Media: Formerly a regular monthly guest on Fox News Cavuto for

Business and Bulls & Bears; Bloomberg Television & Radio; CNBC - various shows; DWA now produces its own media presentations and weekly podcasts with a new feature Daily Minute Webcasts.

Awards: Awarded “Distinguished Speaker Award,” Wharton School of Finance Securities Industry Association.

Alumni of the Year 2000, Virginia Commonwealth University

Citizens Community Award from Governor Charles Robb

Runner-up Ernst & Young Entrepreneur of the Year Award 1999

Runner-up Best Small Business of Richmond, VA 2000

Accomplishments:

AAU Former World Record Holder in Power Lifting (50 - 55 age group)

American Record Holder in Power Lifting (50 - 55 age group); All State Records in age group

FAA licensed Hot Air Balloon Pilot