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Senior Vice President and Chief Client Officer · Weitz Investment Management, Inc.

Lori A. Dorsey

CRD 2077073 · Named on Form ADV at one SEC-registered adviser

At a glance

Weitz Investment Management, Inc., an SEC-registered asset manager based in Omaha, NE with $8.1 billion in regulatory assets, lists Lori A. Dorsey on its Form ADV as Senior Vice President and Chief Client Officer, a control person.

Firms and roles

AtlasMembers

Lori’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • Wallace R. WeitzCo-Chairman of the Board, Weitz Investment Management, Inc.
  • Bradley P. HintonExecutive Vice President and Co-Chief Investment Officer, Weitz Investment Management, Inc.
  • John R. DetischVice President and Chief Compliance Officer, Weitz Investment Management, Inc.
  • Andrew S. WeitzCo-Chairman of the Board and Co-Chief Investment Officer, Weitz Investment Management, Inc.
  • James J. BoynePresident and Assistant Treasurer, Weitz Investment Management, Inc.

1 more person named with Lori on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lori’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.