Meet Glenn Dorsey, CFA®, CAIA®

SVP, Head of Client Portfolio Management

Title:
SVP, Head of Client Portfolio Management
Team:
Client Portfolio Management, Distribution & Advisor Services
Experience at CCMG:
8 Years
Industry Experience:
39 Years

Glenn Dorsey is the Senior Vice President and Head of Client Portfolio Management for Clark Capital Management Group. In this role, he is responsible for portfolio construction and the clear communication of investment strategy to advisors and their clients. Glenn is a key resource for Clark Capital’s Investment Consultants and financial advisors.

Throughout Glenn’s extensive experience as a Portfolio Manager and a Client Portfolio Manager, he has focused on helping advisors deliver great outcomes to their clients and institutions. His portfolio management experience includes equity, balanced, and fixed income investing for high net worth clients. Prior to joining Clark, Glenn was the Co-Chief Investment Officer and Head of the Private Wealth Management Group at Curian Capital. Glenn holds the Chartered Financial Analyst (CFA®) and the Chartered Alternative Investment Analyst (CAIA®) designations. He holds a bachelor’s degree in finance and accounting from Rider University in Lawrenceville, New Jersey.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Hobbies and Passions
I have been trying to learn French for the last 2 years on Duolingo
Hidden Talents
I was the general contractor and did the framing when we did a major house renovation
Favorite Musician/Band
I am a big country music fan

Insights by Glenn

Advisor Insights & Ideas
Advisor Insights & Ideas

Best Ideas Series: Streamline Communications for Better Meetings

November 18, 2020
Providing consistent communication during challenging markets can present a growth opportunity for advisors. In a study conducted by Invesco, 82% of investors who heard from their financial advisor during the start of the pandemic would be happy to refer their advisor to a friend or family member...
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Advisor Insights & Ideas
Advisor Insights & Ideas

Three Ways Income Planning Can Help Your Clients Make Better Decisions

November 24, 2020
As our industry begins to address the income needs of the aging baby boomer population, arming clients with a personalized income roadmap can help them stay on the right track to reach their desired outcomes.
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Advisor Insights & Ideas
Advisor Insights & Ideas

The Bond Blues, Revisited

February 9, 2022
Bonds can be viewed as an investor’s safety net, and for good reason. Head of Client Portfolio Management Glenn Dorsey shares his perspectives on why investors should consider incorporating bonds into their portfolio.
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