Welcome to
Fort Street

Fort Street Asset Management manages customized portfolios for high-net worth individuals on a segregated account basis.

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Wolf Wertheimer at Pipe

At Fort Street,
our clients are part of our Ohana, our family.

Fort Street is a boutique money manager based in Honolulu that actively manages global equity portfolios and provides advice on asset allocation strategies for a small group of like-minded investors in separately managed accounts.  Richard Wertheimer and Clint Dodson co-founded Fort Street in December 2019. They previously worked together at Morgan Stanley Wealth Management in Hawaii.

Meet our Team

Why Fort Street?

  • A small number of clients allows us to combine a highly personalized service with the investment experience and execution of an institutional money manager

  • We bring 50 years of investment management experience to the table, having managed money for some of the world’s leading fund managers

  • Our extensive network of relationships allows us to punch above our weight, employing a virtual team of professionals from a variety of industries and disciplines

  • Thirty-two years of living, working, and studying in and around China gives us an informed worldview and opens a broad array of global opportunities

  • Based in Hawaii, we are far from the madding crowd, so we are less influenced by shorter term temptations

Fort Street's team has a combined 50 years of professional investment experience, managing hedge fund and institutional money for Stan Druckenmiller, Citadel Investment Management, and the Capital Group.

We combine the personalized, white glove approach of an advisor with the experience and execution of an institutional money manager. We care deeply about our clients and our priority is to work with them on an individualized basis and not as a random investor in a fund.

Richard played rugby with the Taiwan national team and drove a taxi in Taipei.

Richard Wertheimer

Portfolio Manager

Richard lived and worked in and around China for 32 years where he held a variety of positions in investment management and institutional broking.  Originally from New York City, Richard bought a one-way ticket to China in 1984 at the age of 19, eventually settling in Taiwan. As part of his goal to become fluent in Mandarin Chinese, Richard matriculated as a local student in a Chinese University, played rugby with the national Taiwan team, and drove a taxi in Taipei. After playing at Marco Polo for a few years, Richard begrudgingly came to his senses and rejoined the modern world as an institutional broker for Barings Securities and then Merrill Lynch. He then moved to the buy side, managing hedge fund money for Strome Susskind, Stan Druckenmiller, and the Citadel Investment Group. He also advised the Macquarie Group on strategic investments in China and built out a regional investment bank for Taiwan’s Yuanta Group. Prior to setting up Fort Street, Richard worked with Morgan Stanley’s Global Wealth Management group in Honolulu. Richard was a speaker at CNBC’s 2020 “Delivering Alpha” conference, one of the premiere investment events of the year. Richard resides on Oahu with his family. He is 56 years old, has three children aged 15 to 20, and is an avid surfer.  

Clint is a former Army Ranger and was captain of the football team while at West Point.

Clint Dodson

Operations & Client Services

Growing up in Allentown, Pennsylvania, it was evident from a young age that Clint was a gifted student-athlete. At West Point, he was in his element, falling in love with the school’s rich tradition and history. He was named captain of the football team in his junior and senior years and ranks ninth in all-time receptions for Army football. After graduating from West Point, Clint commissioned as an infantry officer just after 9/11.  Looking to be at the tip of the spear, he served as an Army Ranger in combat operations in Afghanistan and Iraq, where he received a Bronze Star for his meritorious service. Seeking an opportunity to apply his experiences in a non-kinetic manner, Clint joined Morgan Stanley Global Wealth Management as a financial advisor in 2008, focusing on risk management and asset allocation strategies. There is no substitute for leading men in battle and having the responsibility to bring them safely home. Those foundational experiences have been key building blocks for building trust with clients and helping them with their financial needs. As the ultimate team player, Clint is the ideal person to have in your foxhole. Clint lives on the windward side of Oahu in Kailua with his wife and three kids aged 7, 10, and 12. He is still in the Army Reserves as a Conflict Resolution Officer with Special Operations Command Pacific. Clint enjoys sabermetrics, spending time with family, and playing golf.

Steve is a world-class middle-distance competitor in masters track and field.

Steve Connell

Consultant

Steven is the founder and CEO of Diamond Head Financial Advisors LLC (DHFA), an asset management company that specializes in investing in the stock market for clients. Prior to founding DHFA, Mr. Connell was a partner at the Capital Group, the largest and most prestigious asset manager in the world. Two years after joining Capital, he relocated to Japan, where he managed $5 billion in the global electronics industry with a concentration in technology.  Mr. Connell was the top-ranked analyst at Capital in 1999. Steven is a graduate of the London Business School class of 1994 and Harvard College class of 1981, where he graduated with honors with a concentration in government, still his passion. Steven is 60 years old, lives on Oahu, has four children aged 8 to 23, and is a world-class middle distance competitor in masters track and field as well as coach and mentor to local high-schools and elite runners.

Lindsey is an avid snowboarder and roasts her own coffee.

Lindsey Burik

Technology and Infrastructure

Lindsey Burik is the Head of Technology and Infrastructure, focusing on streamlining the efficient use of products and people. Prior to joining Fort Street, she managed the development, marketing and sales of Mizuho's electronic trading platform. This earned her the award of Best New Trading Product of the Year (2018). Lindsey previously worked at Goldman Sachs to expand their international and swap algorithm business, helped Credit Suisse to grow their ebusiness on the non-US side, beginning her career at Bloomberg Tradebook. She is a member of the Fintech Advisory Board of the Center for Financial Professionals. She has been awarded the New York Power Women in Business Trailblazer of the Year award, the New York Certificate of Merit, and the 2018 Markets Choice Women in Finance award for excellence in trading platforms. Lindsey is a graduate of Boston University's Pardee School of Global Studies, married to a retired FDNY Lieutenant and has been spotted dressing up as Pete the Cat to read at her daughters' school. Lindsey resides on Oahu and has two children aged 7 to 9 years old.

News & Updates

Videos
Fort Street in the News
CNBC | October 7, 2020
Asset Managers Going Big From Home
Fort Street presents at CNBC's Delivery Alpha Investor Conference (Business In Hawaii)
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CNBC | October 7, 2020
Asset Managers Going Big From Home
Fort Street presents at CNBC's Delivery Alpha Investor Conference (Business In Hawaii)
Read More >>
CNBC | October 7, 2020
Asset Managers Going Big From Home
Fort Street presents at CNBC's Delivery Alpha Investor Conference (Business In Hawaii)
Read More >>

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