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Robert A. Dunn

Robert A. Dunn

Associate, Corporate Department

Followers of Robert A. Dunn436 followers
location of Robert A. DunnUnited States

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  • Timeline

  • About me

    Senior Portfolio Manager and Private Wealth Advisor at UBS Private Wealth Management

  • Education

    • Boston University School of Law

      1983 - 1986
      Doctor of Law - JD Law

    • University of Pennsylvania

      1981 - 1983
      Bachelor of Arts (B.A.), magna cum laude, Political Science

    • The Wharton School

      1995 - 1997
      Master of Business Administration (M.B.A) Finance

  • Experience

    • Fried, Frank, Harris, Shriver & Jacobson

      Oct 1986 - Apr 1989
      Associate, Corporate Department

    • Willkie Farr & Gallagher LLP

      Apr 1989 - Oct 1990
      Associate, Corporate Department

    • IBM

      Oct 1990 - Apr 1995
      Staff Attorney

    • Morgan Stanley

      May 1996 - Oct 2008
      Executive Director, Private Wealth Management

    • UBS

      Oct 2008 - now
      Senior Portfolio Manager and Private Wealth Advisor, Private Wealth Management

  • Licenses & Certifications

    • **Registered States** AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VI, VT, WA, WI, WV, WY

      FINRA

  • Honors & Awards

    • Awarded to Robert A. Dunn
      Barron's Top 1,000 Financial Advisors Barron's Apr 2011 The Barron's rating is awarded annually in April and is based on information from the prior year Q4. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit www.ubs.com/us/en/designation-disclosures
    • Awarded to Robert A. Dunn
      Barron's Top 100 Financial Advisors Barron's Apr 2008 The Barron's rating is awarded annually in April and is based on information from the prior year Q4. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit www.ubs.com/us/en/designation-disclosures

  • Volunteer Experience

    • Alumni Volunteer

      Issued by The Penn Fund on Jan 2002
      The Penn FundAssociated with Robert A. Dunn

    • Alumni Volunteer

      Issued by St. Anthony's High School on Sept 2015
      St. Anthony's High SchoolAssociated with Robert A. Dunn