Bill Dunn
Analyst-Equity at Charter Research & Investment Group, Inc.
Bill Dunn active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | - |
Career history of Bill Dunn
Former positions of Bill Dunn
| Companies | Position | Start | 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
| Fairleigh Dickinson University | Masters Business Admin |
| Norwich University | Undergraduate Degree |
Statistics
International
| United States | 7 |
Operational
| Corporate Officer/Principal | 3 |
| Analyst-Equity | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 5 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
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 |
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 |
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