George A. Dunn
Geen lopende functies
Profiel
Mr. George A.
Dunn is Executive Director at Convergent Wealth Advisors LLC.
Prior to joining Convergent Wealth Advisors in August 2008, Mr. Dunn was with Citigroup/Smith Barney Institutional Consulting as a Managing Director, where he spent twenty nine years of his career.
He earned his Bachelor of Science degree from Georgetown University and holds the Investment Management Consultants Associations Certified Investment Management Analyst designation, graduation from the program held at The Wharton School at The University of Pennsylvania.
Mr. Dunn has received many industry accolades, including being named as one of America's Top 100 Financial Advisors by Barron's magazine since the inception of these rankings five years ago.
He has also been recognized by both Registered Rep and Research magazines as one of the country's top financial advisors since 2003.
Mr. Dunn is a founder and past president of the Association of Professional Investment Consultants former president of the Investment Management Consultants Association and an inaugural member of the Who's Who of Investment Management Consultants.
He is a frequent speaker at investment conferences and symposiums on numerous topics, including alternative investments.
Mr. Dunn is on the Board of Reference of The House, a faith-based organization that provides support to students in SE Washington, DC.
Additionally, he has served as Chairman of the Investment Committee of the Washington Episcopal School.
Eerdere bekende functies van George A. Dunn
Bedrijven | Functie | Einde |
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Citigroup Asset Management | Corporate Officer/Principal | - |
Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Lid van de Investeringscommissie | - |
Opleiding van George A. Dunn
Georgetown University | Undergraduate Degree |
University of Pennsylvania | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 2 |
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Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Finance |
Citigroup Asset Management | Finance |