Adam Dunn
Profile
Mr. Adam Dunn is Trader & Account Executive at Jensen Investment Management, Inc. He is responsible for the firm’s trading activity and also participates as an account executive, where he supports our separate account clients.
He joined the firm in 2015.
Mr. Dunn began his career at Montgomery Securities and worked at StanCorp Investment Advisers, a Portland-based retail adviser, where he was their trader.
He has over 20 years of industry experience, he has worked both as an institutional equities trader and supported individual clients.
Mr. Dunn graduated from U.C.
Santa Cruz with a B.A.
in Economics.
Former positions of Adam Dunn
| Companies | Position | End |
|---|---|---|
StanCorp Investment Advisers, Inc.
 StanCorp Investment Advisers, Inc. Investment ManagersFinance StanCorp Investment Advisers, Inc. (StanCorp) is a SEC-registered investment advisor headquartered in Portland, Oregon. The firm is wholly owned by StanCorp Financial Group, Inc., which is owned by Meiji Yasuda Life Insurance Co. in Japan. StanCorp offers investment management and advisory services to plan sponsors of employer-sponsored retirement plans that have retained Standard Retirement Services, Inc., an affiliated recordkeeper, to provide recordkeeping services for their employer-sponsored retirement plan. | Corporate Officer/Principal | - |
| Montgomery Securities, Inc. | Corporate Officer/Principal | - |
Jensen Investment Management, Inc.
 Jensen Investment Management, Inc. Investment ManagersFinance Jensen Investment Management, Inc. (Jensen) is an independent, employee-owned SEC-registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded by Val Jensen in 1988 and provides investment management services to a wide array of individual and institutional clients, including private clients, pension plans, foundations, endowments and other businesses. In addition, Jensen acts as the investment adviser to various mutual funds and a collective investment fund. | Trading-Equity | - |
Training of Adam Dunn
| University of California, Santa Cruz | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
Jensen Investment Management, Inc.
Jensen Investment Management, Inc. Investment ManagersFinance Jensen Investment Management, Inc. (Jensen) is an independent, employee-owned SEC-registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded by Val Jensen in 1988 and provides investment management services to a wide array of individual and institutional clients, including private clients, pension plans, foundations, endowments and other businesses. In addition, Jensen acts as the investment adviser to various mutual funds and a collective investment fund. | Finance |
StanCorp Investment Advisers, Inc.
StanCorp Investment Advisers, Inc. Investment ManagersFinance StanCorp Investment Advisers, Inc. (StanCorp) is a SEC-registered investment advisor headquartered in Portland, Oregon. The firm is wholly owned by StanCorp Financial Group, Inc., which is owned by Meiji Yasuda Life Insurance Co. in Japan. StanCorp offers investment management and advisory services to plan sponsors of employer-sponsored retirement plans that have retained Standard Retirement Services, Inc., an affiliated recordkeeper, to provide recordkeeping services for their employer-sponsored retirement plan. | Finance |
| Montgomery Securities, Inc. | Finance |
- Stock Market
- Insiders
- Adam Dunn
