Asset Management

Individually Managed Portfolios for Growth and Income

Who We Are

THE PRINCIPALS

Daniel A. Ogden, President

An investor for over thirty years, Dan has been involved in a number of entrepreneurial activities. His success from those efforts drew him to the financial markets and led to the 1989 creation of DOCK STREET.

Shortly after graduating as a history and economics major from Michigan State University, Dan co-founded a mail-order marketer of chimney cleaning equipment. This business as well as those that were formed in later years provided attractive returns and gave Dan the initial capital to accelerate his investment activities.

Over 25 years ago Dan began managing assets when he served as General Partner for several commercial real estate partnerships in New York City. The buildings were sold in 1985 demonstrating positive returns for the investors. Early in his career, Dan began studying Warren Buffet’s writings. He concluded that the practical experience of creating, operating and selling businesses could be applied to the investment profession. In 1986, Dan became active as an investment advisor for the Windmill Group, a securities brokerage firm. During those early years in the investment field, Dan began attending the Berkshire Hathaway annual shareholder’s meeting.

Dan believes that evaluating investments with an entrepreneurial eye is one of the most critical factors in achieving long term attractive returns from public market investing.

Thomas F. Hodgman, Retired Partner / Member, Investment Committee

Tom has had a long career managing investments. During his 30 years with Chemical Bank, New York, Tom held senior positions in a broad array of wealth management functions including investment management, trust, equity research and employee benefits.

Tom served as President and Founding Director of The Portfolio Group Inc., the investment management subsidiary of Chemical Bank. Tom and DOCK STREET continue to practice the valuation discipline he created at The Portfolio Group which has led to an above average long term track record. The cornerstone of the equity measurement system seeks high quality, low debt companies that have solid returns on invested capital.

In 1989 Tom founded and served as President of Hodgman Capital Management and in 1995, he joined DOCK STREET. Since then, Tom has served as a Managing Director and member of the firm’s Investment Committee. Tom is a graduate of Williams College, BA Economics.

CLIENT SERVICE PROFESSIONALS

Evan McGoff

After graduating from New York University in 2005, Evan worked for a computer forensics firm in their New York and Washington D.C. offices. Evan’s responsibilities included supporting the firm’s forensic examiners, working on research & development projects and assisting in the firm’s investigations.

In 2006, Evan built and supported an IT infrastructure for a property development company in New York. He co-authored an article titled “Choosing Hardware for a Computer Forensics Lab” which was published in the ISSA Journal (Information Systems Security Association).

Marjan Verhelst

Marjan has been an associate of Dock Street since 2001. She has served in many capacities including research analyst, project manager and client service coordinator.

Prior to moving to Connecticut, Marjan spent over seven years with several Belgium offices of General Electric and Grace Dearborn. She was a sourcing specialist and supply chain project manager for both Honeywell Europe and GE Capital Modular Space.

Marjan’s degrees include MA in European Economics, Law and Politics-University of Surrey,UK and Bachelor of Science, Chemistry-Don Bosco,Antwerp, Belgium. She is fluent in Dutch, English, French and German.