Charlie Dunn
Chief Executive Officer at Intergy Private Wealth LLC
Charlie Dunn active positions
| Companies | Position | Start | End |
|---|---|---|---|
Intergy Private Wealth LLC
 Intergy Private Wealth LLC Investment ManagersFinance Intergy Private Wealth LLC (Intergy) is an independent registered investment advisor headquartered in Colorado Springs, Colorado. The firm was founded by Mark Perrault and Charles B. Dunn in 2021. Intergy provides investment advisory services to clients who include business owners, physicians, technology professionals, family foundations, as well as retirees. | Chief Executive Officer | 2020-12-31 | - |
| Founder | 2020-12-31 | - |
Career history of Charlie Dunn
Training of Charlie Dunn
| Illinois State University | Undergraduate Degree |
Statistics
International
| United States | 3 |
Operational
| Chief Executive Officer | 1 |
| Founder | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
Intergy Private Wealth LLC
Intergy Private Wealth LLC Investment ManagersFinance Intergy Private Wealth LLC (Intergy) is an independent registered investment advisor headquartered in Colorado Springs, Colorado. The firm was founded by Mark Perrault and Charles B. Dunn in 2021. Intergy provides investment advisory services to clients who include business owners, physicians, technology professionals, family foundations, as well as retirees. | Finance |
- Stock Market
- Insiders
- Charlie Dunn
- Experience
