Peter F. Dunne
Profile
Mr. Peter F.
Dunne is a Managing Director at Convergent Wealth Advisors LLC.
Mr. Dunne joined Convergent Wealth Advisors in August 2008.
Previously, he worked for Citigroup Institutional Consulting since 1986.
His accomplishments have been widely recognized by the investment community.
For the past three years, he was a key member of an advisory team named by Research magazine as one of the Top 10 Teams in the country.
Mr. Dunne earned a Bachelor of Arts degree from the University of Dayton and holds the Investment Management Consultants Associations Certified Investment Management Analyst designation, graduating from the program held at The Wharton School at The University of Pennsylvania.
He is a member of the Association of Professional Investment Consultants.
Mr. Dunne has been an active community volunteer and he has held board and advisory positions on several foundations and endowments with an emphasis on education and children's health.
Former positions of Peter F. Dunne
| Companies | Position | End |
|---|---|---|
| Citigroup Asset Management | Corporate Officer/Principal | - |
Convergent Wealth Advisors LLC
 Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Portfolio Manager-Equities | - |
Training of Peter F. Dunne
| University of Dayton | Undergraduate Degree |
| University of Pennsylvania | Graduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 2 |
|---|---|
Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Finance |
| Citigroup Asset Management | Finance |
- Stock Market
- Insiders
- Peter F. Dunne
