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Bill Dunn
Analyst-Equity at Charter Research & Investment Group, Inc.
Profile
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.
Bill Dunn active positions
Companies | Position | Start |
---|---|---|
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 | 2003-05-31 |
Former positions of Bill Dunn
Companies | Position | End |
---|---|---|
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 | - |
Training of Bill Dunn
Norwich University | Undergraduate Degree |
Fairleigh Dickinson University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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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 |
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