• UBS

Robert A. Dunn

Senior Portfolio Manager and Private Wealth Advisor, Private Wealth Management

Robert A. Dunn is a Senior Portfolio Manager and Private Wealth Advisor at UBS Private Wealth Management, specializing in tailored wealth management solutions for ultra-high-net-worth individuals, families, and charitable foundations. With extensive experience in investment management, portfolio construction, and derivatives, Robert employs quantitative simulations to inform strategic asset allocation. Prior to UBS, Robert held legal and managerial positions at prestigious firms such as Fried, Frank, Harris, Shriver & Jacobson, Willkie Farr & Gallagher LLP, and Morgan Stanley. Robert earned a Bachelor of Arts in Political Science from the University of Pennsylvania, a Juris Doctor from Boston University School of Law, and an MBA in Finance from The Wharton School.

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United States

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