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Profil
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.
Anciens postes connus de John McDermott Dunn
| Sociétés | Poste | Fin |
|---|---|---|
Buckingham Strategic Wealth LLC
 Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham practices an evidence-based approach to investing. The firm typically creates a portfolio of passively and/or evidence-based mutual funds and, where appropriate, individual fixed income securities and closed-end funds, and can use model portfolios if the models match a client's investment policy. They allocate a client’s assets among various investments taking into consideration the client’s unique ability, need and willingness to take risks. | Gestionnaire de Portefeuille-Actions | 01/10/2018 |
Moneta Group Investment Advisors LLC
 Moneta Group Investment Advisors LLC Investment ManagersFinance Moneta serves as an objective, third-party professional to assist clients in managing the overall investment process. The investment allocations developed between the firm and their clients are based on various considerations and are expected to offer the opportunity to diversify their portfolio in a manner consistent with the clients’ investment objectives and risk tolerance. | Corporate Officer/Principal | - |
Formation de John McDermott Dunn
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
1
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Moneta Group Investment Advisors LLC
Moneta Group Investment Advisors LLC Investment ManagersFinance Moneta serves as an objective, third-party professional to assist clients in managing the overall investment process. The investment allocations developed between the firm and their clients are based on various considerations and are expected to offer the opportunity to diversify their portfolio in a manner consistent with the clients’ investment objectives and risk tolerance. | Finance |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Buckingham Strategic Wealth LLC
Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham practices an evidence-based approach to investing. The firm typically creates a portfolio of passively and/or evidence-based mutual funds and, where appropriate, individual fixed income securities and closed-end funds, and can use model portfolios if the models match a client's investment policy. They allocate a client’s assets among various investments taking into consideration the client’s unique ability, need and willingness to take risks. | Finance |
Creighton University
 Creighton University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
