Patrick Dorsey, formerly director of equity research at Morningstar, is joining Sanibel Captiva Trust as vice chairman, director of research and strategy. He will also serve as chairman of the company’s asset management committee.

Dorsey will oversee all research efforts, assist in new business development and help oversee major client accounts. He joins the firm on March 28.

Subscribe Now

Access to premium content including in-depth coverage of mutual funds, hedge funds, 401(K)s, 529 plans, and more.

3-Week Free Trial

Insight and analysis into the management, marketing, operations and technology of the asset management industry.