![Charlie Dunn](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Charlie Dunn
Amministratore Delegato presso
Intergy Private Wealth LLC
Profilo
Mr. Charles B. Dunn is a Chief Executive Officer & Managing Partner at Intergy Private Wealth LLC.
In 2021, he co-founded Intergy Private Wealth, an independent registered investment adviser created to help successful individuals, families, and foundations simplify the complexity of managing, growing, and protecting their wealth.
He has worked with Mark since 2016, when they founded their own advisory team at Northwestern Mutual, where he had worked since 2009, developing disciplined strategies for investment portfolios, as well as comprehensive financial strategies, with a focus on distribution planning and long-term tax mitigation.
He received his bachelor’s degree from Illinois State University.
He is a Certified Financial Planner professional and a Retirement Income Certified Professional.
Posizioni attive di Charlie Dunn
| Società | Posizione | Inizio |
|---|---|---|
Intergy Private Wealth LLC
 Intergy Private Wealth LLC Investment ManagersFinance Intergy creates portfolios that consist of individual stocks, bonds, exchange traded funds (ETFs), options, mutual funds and other public and private securities or investments. The client’s individual investment strategy is tailored to their specific needs and may include some or all of the previously mentioned securities. | Amministratore Delegato | 01/01/2021 |
Formazione di Charlie Dunn
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
31
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Illinois State University
 Illinois State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Intergy Private Wealth LLC
Intergy Private Wealth LLC Investment ManagersFinance Intergy creates portfolios that consist of individual stocks, bonds, exchange traded funds (ETFs), options, mutual funds and other public and private securities or investments. The client’s individual investment strategy is tailored to their specific needs and may include some or all of the previously mentioned securities. | Finance |
