Bridget A. Cunningham

Bridget Cunningham brings nearly 30 years of investment management and strategy expertise to Dakota Wealth Management. Dakota’s commitment to custom portfolio design drew Bridget to join Dakota’s Central New York office. Before Dakota, Bridget enjoyed a 28-year tenure at Key Private Bank as a Senior Portfolio Strategist, where she managed close to $1 billion in assets.

Bridget specializes in working closely with clients including individuals, businesses, non-profit organizations, and foundations to craft investment portfolios that are customized to their specific goals and objectives. She holds the Certified Investment Management Analyst (CIMA) designation issued by the Investments & Wealth Institute, augmenting the knowledge base of Dakota’s Investment Committee.

Bridget earned her degree in Business Administration and Finance from the State University of New York (SUNY) at Oswego. She is active in her community in the small village of Cazenovia in upstate New York. She serves as a member of the St. James Finance Committee and Cazenovia Fire Department Finance Committee.

Bridget and her husband Scott raise cattle for organic beef on their hobby farm and enjoy most outdoor activities including golf, camping, hiking, kayaking, and skiing.