Profilo
John McDermott Dunn worked as an Advisor at Moneta Group Investment Advisors LLC.
He then worked as an Associate Wealth Advisor at Buckingham Strategic Wealth LLC from 2016 to 2018.
Dunn holds a graduate degree from the University of Washington and an undergraduate degree from Creighton University.
Precedenti posizioni note di John McDermott Dunn
Società | Posizione | Fine |
---|---|---|
Buckingham Strategic Wealth LLC
Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations. | Gestore di Portafoglio-Azioni | 01/10/2018 |
Moneta Group Investment Advisors LLC
Moneta Group Investment Advisors LLC Investment ManagersFinance Founded in 1905, Moneta Group Investment Advisors LLC (MGIA) is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Moneta Group LLC. Moneta Group is wholly-owned by the Moneta Partners. Moneta Group Investment Advisors' services include financial planning, tax preparation and planning services, estate planning consultation, risk management, retirement planning, business succession planning, and portfolio management. The firm's clients are generally categorized into two broad categories: Family CFO Clients and Institutional Clients. Family CFO Clients consist primarily of high net-worth individuals, families, trusts and estates, while Institutional Clients consist of 401(k) and other pension plans and profit sharing plans, charitable foundations, and not-for-profit endowments. | Corporate Officer/Principal | - |
Formazione di John McDermott Dunn
Creighton University | Undergraduate Degree |
University of Washington | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
---|---|
Buckingham Strategic Wealth LLC
Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations. | Finance |
Moneta Group Investment Advisors LLC
Moneta Group Investment Advisors LLC Investment ManagersFinance Founded in 1905, Moneta Group Investment Advisors LLC (MGIA) is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Moneta Group LLC. Moneta Group is wholly-owned by the Moneta Partners. Moneta Group Investment Advisors' services include financial planning, tax preparation and planning services, estate planning consultation, risk management, retirement planning, business succession planning, and portfolio management. The firm's clients are generally categorized into two broad categories: Family CFO Clients and Institutional Clients. Family CFO Clients consist primarily of high net-worth individuals, families, trusts and estates, while Institutional Clients consist of 401(k) and other pension plans and profit sharing plans, charitable foundations, and not-for-profit endowments. | Finance |
- Borsa valori
- Insiders
- John McDermott Dunn