Bill Dunn
Analyst-Equity bei Charter Research & Investment Group, Inc.
Profil
Mr. William H.
Dunn is a Senior Securities Analyst at Charter Research & Investment Group, Inc. He is also a Senior Investment Analyst and joined the the firm in 2003.
His previous experiences include research investment analysis and portfolio management, having worked in the investment industry for Wright Investors Service, First Union Bank and State Street Bank.
Mr. Dunn is a graduate of Norwich University, he earned an MBA from Fairleigh Dickinson University.
Aktive Positionen von Bill Dunn
| Unternehmen | Position | Beginn |
|---|---|---|
Charter Research & Investment Group, Inc.
 Charter Research & Investment Group, Inc. Investment ManagersFinance Charter Research & Investment Group, Inc. (Charter) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Southport, Connecticut. The firm was founded by Paula Luciani in 1988. Charter provides asset management services to high net-worth individuals and families. | Analyst-Equity | 01.06.2003 |
Ehemalige bekannte Positionen von Bill Dunn
| Unternehmen | Position | Ende |
|---|---|---|
| First Union Bank (New York Branch) | Corporate Officer/Principal | - |
State Street Bank & Trust Co., NA
 State Street Bank & Trust Co., NA Regional BanksFinance Part of State Street Corp., State Street Bank & Trust Co., NA is a nationally chartered commercial bank providing trust and other banking services. The company is based in New York, NY. | Corporate Officer/Principal | - |
Wright Investors' Service, Inc.
 Wright Investors' Service, Inc. Investment ManagersFinance Wright Investors' Service, Inc. (Wright) is a SEC-registered investment adviser headquartered in Shelton, Connecticut. The firm was founded in 1996 and is a wholly owned subsidiary of The Winthrop Corp., which is wholly owned by Khandwala Capital Management, Inc. Wright manages the equity and fixed income assets of individuals, corporations, municipalities, multi-employer benefit plans, endowments, foundations and trust funds, and providing sub-advisory services to bank trust departments. The firm also offers discretionary investment management services to clients through several wrap programs, for which Wright does not serve as the sponsor. | Corporate Officer/Principal | - |
Ausbildung von Bill Dunn
| Norwich University | Undergraduate Degree |
| Fairleigh Dickinson University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Charter Research & Investment Group, Inc.
Charter Research & Investment Group, Inc. Investment ManagersFinance Charter Research & Investment Group, Inc. (Charter) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Southport, Connecticut. The firm was founded by Paula Luciani in 1988. Charter provides asset management services to high net-worth individuals and families. | Finance |
Wright Investors' Service, Inc.
Wright Investors' Service, Inc. Investment ManagersFinance Wright Investors' Service, Inc. (Wright) is a SEC-registered investment adviser headquartered in Shelton, Connecticut. The firm was founded in 1996 and is a wholly owned subsidiary of The Winthrop Corp., which is wholly owned by Khandwala Capital Management, Inc. Wright manages the equity and fixed income assets of individuals, corporations, municipalities, multi-employer benefit plans, endowments, foundations and trust funds, and providing sub-advisory services to bank trust departments. The firm also offers discretionary investment management services to clients through several wrap programs, for which Wright does not serve as the sponsor. | Finance |
| First Union Bank (New York Branch) | Finance |
State Street Bank & Trust Co., NA
State Street Bank & Trust Co., NA Regional BanksFinance Part of State Street Corp., State Street Bank & Trust Co., NA is a nationally chartered commercial bank providing trust and other banking services. The company is based in New York, NY. | Finance |
