Sign In

Brad Dunn

Portfolio Manager at Brown Advisory

Brad Dunn is a portfolio manager at Brown Advisory's Boston office, where he manages balanced accounts for families and institutional clients.1 He has a strong background in finance and wealth management, with experience in portfolio management, security analysis, and client management.

Brad studied Business Economics at Providence College and also attended Thayer Academy.1 Prior to joining Brown Advisory, he held positions at several notable firms:

  1. Portfolio Manager at BNY Mellon Wealth Management, where he worked with families to construct portfolios for long-term goals.1
  2. Executive Benefits Analyst at The Bostonian Group, where he designed incentive compensation plans for small businesses.1
  3. Associate at Arlen Corporation, where he began his career analyzing client portfolios.1

In addition to his professional responsibilities, Brad is actively involved in community service:

  • Member of the Board of Trustees for the Boys and Girls Club of Boston
  • Member of the Executive Committee on the Thayer Academy Alumni Board
  • Part of the Greater Boston Chamber of Commerce Financial Services Leadership Council1

Brad's expertise in finance and wealth management, combined with his community involvement, positions him as a well-rounded professional in the financial services industry.

Highlights

May 8 · youtube.com
From Chaos to Sober Fitness Icon | Brad Dunn of Reliant Fitness
From Chaos to Sober Fitness Icon | Brad Dunn of Reliant Fitness
Feb 23 · brownadvisory.com
Entrepreneurs: What I Wish I Knew | Brown Advisory
Entrepreneurs: What I Wish I Knew | Brown Advisory
Oct 3 · cmswire.com
Brad Dunn: Look at the Entire Customer Journey 'From Couch to ...
Brad Dunn - Bio Page | Paschal Solutions
Brad Dunn - Brown Advisory
Brad Dunn - Brown Advisory
Planning & Strategic Advice | Brown Advisory

Related Questions

What specific strategies does Brad Dunn use in his portfolio management?
How has Brad Dunn's experience at BNY Mellon influenced his current role at Brown Advisory?
What are some notable achievements of Brad Dunn in his career?
How does Brad Dunn's background in Business Economics impact his investment decisions?
What makes Brad Dunn's approach to portfolio management unique?
Brad Dunn
Brad Dunn, photo 1
Brad Dunn, photo 2
Add to my network

Location

Boston, Massachusetts, United States