Caleb Dorf, Msf
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Caleb Dorf, Msf Email & Phone Number

Investment Associate at Cambridge Associates
Location: Boston, Massachusetts, United States 7 work roles 3 schools
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Current company
Cambridge Associates
Role
Investment Associate
Location
Boston, Massachusetts, United States
Company size
1937 employees

Who is Caleb Dorf, Msf? Overview

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Quick answer

Caleb Dorf, Msf is listed as Investment Associate at Cambridge Associates, a company with 1937 employees, based in Boston, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Caleb Dorf, Msf.

Caleb Dorf, Msf previously worked as Investment Analyst at Cambridge Associates and Product & Portfolio Strategy Summer Intern at Calvert Research And Management. Caleb Dorf, Msf holds Master Of Science - Ms, Finance, 3.78 from Bentley University - Mccallum Graduate School Of Business.

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Email format at Cambridge Associates

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Cambridge Associates

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Profile bio

About Caleb Dorf, Msf

I am an Investment Analyst at Cambridge Associates, focusing on investments in private equity, venture capital, private credit, and private real assets for pension practice clients. I earned my Masters of Science in Finance from Bentley University.

Current workplace

Caleb Dorf, Msf's current company

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Cambridge Associates
Cambridge Associates
Investment Associate
Boston, MA, US
Website
cambridgeassociates.com
Employees
1937
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7 roles

Caleb Dorf, Msf work experience

A career timeline built from the work history available for this profile.

Investment Analyst

Current
Cambridge Associates

Boston, Massachusetts, United States

I primarily focus on private investments for C|A's pension practice clients. Some of my responsibilities include:- Creating client investment committee materials that recap private investment performance and recommend commitments to new private equity, venture capital, private real assets, and private credit funds- Writing investment due diligence reports.

Jan 2023 - Present

Product & Portfolio Strategy Summer Intern

Calvert Research And Management

Boston, Massachusetts, United States

- Wrote commentaries on fund performance, engagement reports on client portfolios, company viewpoints on financially material ESG topics, and updates on the mergers and consolidations within the world of ESG reporting frameworks - Created custom ESG reporting for a high-net-worth RIA client and their custom portfolios, complete with metaphor metrics, case.

Jun 2022 - Aug 2022

Spring Wealth Management Intern

Bay Colony Advisors

Concord, Massachusetts, United States

- Performed financial advisor reviews and portfolio analysis to identify top-performing investment strategies and assets, directly reporting findings to CEO & COO- Assisted in onboarding new financial advisors into the Bay Colony IT and compliance-reporting systems - Jump-started the firm’s transition to a new customer form-filling platform called PreciseFP

Jan 2022 - May 2022

Portfolio Manager - Information Technology Sector

Bentley Investment Group

- Tasked with running weekly sector meetings and educating members about various topics in investing- Responsible for overseeing the sector’s pitches to the general body, including the deck and valuation- Hired new analysts during the fall recruiting cycle

Jun 2021 - May 2022

Analyst - Information Technology Sector

Bentley Investment Group

Waltham, Massachusetts, United States

- Acted as lead analyst on a pitch for SS&C Technologies (NASDAQ: SSNC) in late March 2021. The stock tied the new voting record with an 89% acceptance rate. Delivered the main investment thesis and catalysts/risks. - Acted as lead analyst on a pitch for Applied Materials (NASDAQ: AMAT) in November 2020. Applied was voted in by club members with a.

Oct 2020 - Jun 2021
Team & coworkers

Colleagues at Cambridge Associates

Other employees you can reach at cambridgeassociates.com. View company contacts for 1937 employees →

KH Katherine Hochstetler Katherine Hochstetler Colleague at Cambridge Associates Menlo Park, California, United States, United States View → RH Ryan Hall Ryan Hall Colleague at Cambridge Associates Elon, North Carolina, United States, United States View → PG Pilar Garrard Slater Pilar Garrard Slater Colleague at Cambridge Associates Greater London, England, United Kingdom, United Kingdom View → HB Hope Brown Hope Brown Colleague at Cambridge Associates Arlington, Virginia, United States, United States View → JZ Josh Zweig Josh Zweig Colleague at Cambridge Associates Boston, Massachusetts, United States, United States View → TW Thomas Weiss Thomas Weiss Colleague at Cambridge Associates Boston, Massachusetts, United States, United States View → NR Navin Raj Jaidev, Cfa Navin Raj Jaidev, Cfa Colleague at Cambridge Associates Singapore, Singapore View → MA Matthew Anzalone Matthew Anzalone Colleague at Cambridge Associates San Francisco, California, United States, United States View → SS Shaveta Saroch Shaveta Saroch Colleague at Cambridge Associates Delhi, India, India View → AB Apinya Boonprom Apinya Boonprom Colleague at Cambridge Associates Greater Cambridge Area, United Kingdom View →
3 education records

Caleb Dorf, Msf education

Bachelor Of Science - Bs, Finance, 3.90

Bentley University

Activities and Societies: Bentley Honors Program, Bentley Investment Group (Portfolio Manager), Advanced Standing in Finance Program.

High School Diploma, Dean'S List

The Gunnery - Mr. Gunn'S School

Activities and Societies: Prefect, Highlander Hockey, JV Baseball, Fall Rowing, Outdoor Club

FAQ

Frequently asked questions about Caleb Dorf, Msf

Quick answers generated from the profile data available on this page.

What company does Caleb Dorf, Msf work for?

Caleb Dorf, Msf works for Cambridge Associates.

What is Caleb Dorf, Msf's role at Cambridge Associates?

Caleb Dorf, Msf is listed as Investment Associate at Cambridge Associates.

Where is Caleb Dorf, Msf based?

Caleb Dorf, Msf is based in Boston, Massachusetts, United States while working with Cambridge Associates.

What companies has Caleb Dorf, Msf worked for?

Caleb Dorf, Msf has worked for Cambridge Associates, Calvert Research And Management, Bay Colony Advisors, and Bentley Investment Group.

Who are Caleb Dorf, Msf's colleagues at Cambridge Associates?

Caleb Dorf, Msf's colleagues at Cambridge Associates include Katherine Hochstetler, Ryan Hall, Pilar Garrard Slater, Hope Brown, and Josh Zweig.

How can I contact Caleb Dorf, Msf?

You can use AeroLeads to view verified contact signals for Caleb Dorf, Msf at Cambridge Associates, including work email, phone, and LinkedIn data when available.

What schools did Caleb Dorf, Msf attend?

Caleb Dorf, Msf holds Master Of Science - Ms, Finance, 3.78 from Bentley University - Mccallum Graduate School Of Business.

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