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@kingsbridgepwm.com
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2 phones found area 702
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David J. Dunn is listed as Chief Investment Officer - Kingsbridge Investment Partners LLC | President - Kingsbridge Wealth Management, Inc. at Kingsbridge Wealth Management, Inc., based in Las Vegas, Nevada, United States. AeroLeads shows a work email signal at kingsbridgepwm.com, phone signal with area code 702, and a matched LinkedIn profile for David J. Dunn.
David J. Dunn previously worked as President | Founder at Kingsbridge Wealth Management, Inc. and Chief Investment Officer at Kingsbridge Investment Partners Llc. David J. Dunn holds Ba, Economics from San Diego State University.
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AeroLeads found 1 current-domain work email signal for David J. Dunn. Compare company email patterns before reaching out.
David J. Dunn is the President and Founder of Kingsbridge Wealth Management, Inc., and serves as the Chief Investment Officer for Kingsbridge Investment Partners LLC. David has more than three decades of professional experience in investment and wealth management.Before founding Kingsbridge in 2008, David was employed by Bear Stearns, Morgan Stanley, and Merrill Lynch. David’s expertise includes investment management, focusing on alternative investment strategies. In addition to creating the firm’s flagship fund, the Kingsbridge Alternative Strategies Fund, which invests in Home Equity Investments, David has also created and manages five private venture capital funds. David holds the Certified Investment Management Analyst® designation and the Certified Private Wealth Advisor® designation, which are both administered by the Investments & Wealth Institute TM. David received a Bachelor of Arts in economics from San Diego State University.
Listed skills include Wealth Management, Investment Advisory, Investment Management, Family Office, and 5 others.
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Las Vegas, Nevada, Us
Kingsbridge Wealth Management, Inc. is a multi-family office and registered investment adviser created to serve the investment and administrative interests of our ultra-high-net-worth families and their related entities.
Kingsbridge Investment Partners LLC is an alternative investment fund manager and a leading investor in the Home Equity Investment (HEI) asset class. Kingsbridge Investment Partners LLC is a wholly owned subsidiary of Kingsbridge Wealth Management, Inc.
Montreal, Qc, Ca
Bear Stearns & Co. was a New York-based global investment bank, securities trading and brokerage firm. Bear Stearns provided sophisticated risk measurement and management capabilities to its clients - primarily providing its services to individuals, including ultra-high-net-worth individuals.
New York, Ny, Us
Morgan Stanley is a global financial services firm providing investment banking, securities, wealth management and investment management services.Morgan Stanley's Private Wealth Management, at the time of employment, was a leader in the industry -managing over $1 trillion of client assets.
New York, Ny, Us
Merrill Lynch is one of the largest wealth management businesses in the world. Merrill Lynch, at the time of employment, was a multinational corporation with over US $1 trillion in client assets, operating in more than 40 countries around the world.
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David J. Dunn works for Kingsbridge Wealth Management, Inc..
David J. Dunn is listed as Chief Investment Officer - Kingsbridge Investment Partners LLC | President - Kingsbridge Wealth Management, Inc. at Kingsbridge Wealth Management, Inc..
AeroLeads has found 1 work email signal at @kingsbridgepwm.com for David J. Dunn at Kingsbridge Wealth Management, Inc..
AeroLeads has found 2 phone signal(s) with area code 702 for David J. Dunn at Kingsbridge Wealth Management, Inc..
David J. Dunn is based in Las Vegas, Nevada, United States while working with Kingsbridge Wealth Management, Inc..
David J. Dunn has worked for Kingsbridge Wealth Management, Inc., Kingsbridge Investment Partners Llc, Bear Stearns & Co., Morgan Stanley, and Merrill Lynch.
You can use AeroLeads to view verified contact signals for David J. Dunn at Kingsbridge Wealth Management, Inc., including work email, phone, and LinkedIn data when available.
David J. Dunn holds Ba, Economics from San Diego State University.
David J. Dunn is listed with skills including Wealth Management, Investment Advisory, Investment Management, Family Office, Alternative Investments, Hedge Funds, Private Equity, and Asset Managment.
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