Robert B. Dunkin

Bob is a Senior Managing Director at Cresset with over 20 years of financial industry experience. As a senior wealth advisor, he leads the West Palm Beach office and works closely with a team of internal and external multidisciplinary experts to advise and develop integrated and comprehensive wealth management solutions for private business owners and entrepreneurs, public company executives, multi-generational families, and private and public foundations.

Prior to joining Cresset, Bob was a Senior Vice President and Private Client Advisor with U.S. Trust, where he led a team overseeing $2.4 billion in assets under management. Prior to that, Bob was the Chief Financial Officer for a private family office in West Palm Beach and a principal in a private equity investment and consulting firm focused on the acquisition of distressed commercial real estate. Bob began his career as Chief Investment Officer for a private commercial real estate investment company in Dallas, Texas and served as Chief Financial Officer, Director, and owner of a privately held community bank in Texas.

Bob currently serves as the Chairman for the Boys & Girls Clubs of Palm Beach County, and as a board member for the Palm Beach Zoo. He is also serves as an advisory board member at the Lemieux Center for Public Policy at Palm Beach Atlantic University. He is a past Chairman of the Valley Baptist Hospital Foundation in Harlingen, Texas, and past Co-Chairman of the Advisory Council for Episcopal High School in Alexandria, Virginia.

Bob is a graduate of Southern Methodist University in Dallas, Texas where he received a B.A. in History and an MBA with a concentration in finance and financial accounting. He is also a graduate of the Southwestern Graduate School of Banking at Southern Methodist University.