Executives
Warren Schmalenberger — Founder and CEO Warren F. Schmalenberger is the founder and chief executive officer of Dorchester Capital Management Company. Mr. Schmalenberger is responsible for the company's strategic direction, as well as product development. Prior to founding Dorchester, Mr. Schmalenberger was a managing director at Transamerica Fund Management Company, where in addition to his product development, communications and marketing responsibilities, he directed all fixed income investments. Previously, he served as vice chairman of the asset-liability committee at a savings and loan association, where he oversaw investment, finance and liquidity strategies and implementation.
Earlier in his career, he worked at Bank of America in the bank investment securities division. During this period, he designed and built the first database of daily commercial financial statistics, which is currently in use by hundreds of institutions worldwide, and authored a weekly economic and bond market newsletter. He later served as a member of the team that managed the bank's multibillion-dollar portfolio of U.S. Treasury, federal agency, mortgage-backed and municipal securities, and was a member of the bank's interest rate committee.
Mr. Schmalenberger received a bachelor's degree from St. Johns College, "Great Books Program," and earned his MBA while studying with individuals who would later become Nobel Prize Laureates at The University of Chicago.
Paul Stockton Paul E. Stockton is responsible primarily for Sales and Marketing and serves on the company's Advisory Board. Mr. Stockton has broad and diverse experience spanning research, marketing, sales, general management and consulting for global market leaders.
Alan D. Vera, CDC Alan D. Vera is a noted marketing communications expert who has pioneered the application of consumer product marketing techniques to the marketing of a broad spectrum of industrial, financial, technical and professional products and services. Mr. Vera advises Dorchester on the development and implementation of both short- and long-term marketing and sales strategies to further the company's business goals.
Jean McFadden Jean McFadden has over 15 years experience in product and project management in the financial services industry focused on development and marketing of mutual funds, tax-deferred products for retirement and college saving and ETFs. Her responsibilities with Dorchester include researching new investment product opportunities, assisting with launch coordination, and providing training for investment products based on Dorchester indexes.
Brandon Wallace Brandon Wallace has over 15 years experience developing financial analytics software. His areas of expertise include fixed income analytics, portfolio management tools, database design, data gathering, and accounting. Brandon’s responsibilities with Dorchester include designing and implementing the index equity and fixed income analytics, the securities database, and the automated systems which acquire, standardize, and merge the data from our various financial data providers.
Matthew Lott Matthew Lott has over a decade of computer development experience, the last six years in the financial sector. His areas of expertise include developing software for portfolio management, trade management, and fixed income and money market analytics. Matthew’s primary area of responsibility with Dorchester was the development of the application to calculate the CPMKTL and CPMKTB real-time Liquidity and Bond indexes.
Joshua J. Perryman Josh Perryman has over a decade in technology management and software development experience. His areas of expertise include technology security, systems maintenance & monitoring, and operational procedure development. Josh’s primary areas of responsibility with Dorchester have been systems management and the implementation of the index constituent selection process.
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