David J. Dunn Email and Phone Number
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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.
Kingsbridge Wealth Management, Inc.
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President | FounderKingsbridge Wealth Management, Inc. 2008 - PresentLas Vegas, Nevada, UsKingsbridge 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.
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Chief Investment OfficerKingsbridge Investment Partners Llc 2008 - PresentKingsbridge 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. -
Associate Director - Private Wealth ManagementBear Stearns & Co. 2005 - 2008Montreal, Qc, CaBear 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. -
Vice President - Private Wealth ManagementMorgan Stanley 1998 - 2005New York, Ny, UsMorgan 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. -
Financial Consultant - Private Wealth ManagementMerrill Lynch 1994 - 1998New York, Ny, UsMerrill 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.
David J. Dunn Skills
David J. Dunn Education Details
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San Diego State UniversityEconomics
Frequently Asked Questions about David J. Dunn
What company does David J. Dunn work for?
David J. Dunn works for Kingsbridge Wealth Management, Inc.
What is David J. Dunn's role at the current company?
David J. Dunn's current role is Chief Investment Officer - Kingsbridge Investment Partners LLC | President - Kingsbridge Wealth Management, Inc..
What is David J. Dunn's email address?
David J. Dunn's email address is dd****@****pwm.com
What is David J. Dunn's direct phone number?
David J. Dunn's direct phone number is +170294*****
What schools did David J. Dunn attend?
David J. Dunn attended San Diego State University.
What are some of David J. Dunn's interests?
David J. Dunn has interest in Education, Arts And Culture.
What skills is David J. Dunn known for?
David J. Dunn has skills like Wealth Management, Investment Advisory, Investment Management, Family Office, Alternative Investments, Hedge Funds, Private Equity, Asset Managment, Venture Capital.
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