Experience

Makes all the difference

Robert Dunn

Senior Vice President–Wealth Management

Robert has 24 years of experience as a corporate attorney and investment banker. After graduating from the University of Pennsylvania with a B.A. in political science, Robert attended Boston University School of Law, where he concentrated on securities and corporate law and earned his J.D. in 1986. In 1995, Robert matriculated to The Wharton School at the University of Pennsylvania, graduating in 1997 earning his M.B.A. with a major in finance. After working at in Private Wealth Management at Morgan Stanley & Co. from 1996, Robert joined UBS in 2008.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY

Recognized as an industry leader:

  • Barron's Top 1,000 Financial Advisors, 2010The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • University of Pennsylvania, B.A. Political Science
  • Boston University School of Law, J.D.
  • The Wharton School at the University of Pennsylvania, M.B.A. Finance

Credentials

  • Senior Portfolio Manager
299 Park Avenue
26th Floor
New York, NY 10171

Email Me

Thomas Charles Dunn

Senior Wealth Strategy Associate

Thomas joined Dunn Wealth Management Partners after a successful career in the entertainment business as a writer and creative producer. He discovered many of the most successful people had a tremendous need for a comprehensive financial planning process and saw an opportunity to add significant value. He now divides his time between helping the team cultivate new relationships and deepening its understanding of each client’s unique financial needs to personalize investment portfolio solutions. Based in UBS’s Los Angeles office, Thomas develops customized wealth management strategies for clients and their families to meet their objectives in financial and legacy planning, insurance, intergenerational wealth transfer and charitable giving. Thomas graduated with a B.A. from U.C.L.A. In his free time, he maintains strong ties to the entertainment industry and is an avid traveler, having visited more than 70 countries.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY

Education

  • U.C.L.A., B.A.
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067

Email Me

Robert McBride

Senior Wealth Strategy Associate

Robert joined the Dunn Wealth Management Partners from within UBS Private Wealth Management.  With over eight years of experience servicing ultra-high-new worth families, Robert brings his broad knowledge and experience in reporting, trading, products, financial planning and client service to the team.  Within the Dunn Wealth Management Partners, Robert focuses on reporting, client allocations and general client requests.  He assists in trading operations as well as product and manager research and due diligence.  Series 7 and 66 licensed, Robert graduated from Georgetown University with a Bachelor's of Science in Business Administration.  An avid golfer, Robert resides in New York City with his wife Jennifer and their daughter Charlotte and son Thomas. 

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WY

Education

  • Georgetown University, B.S. Business Administration
1285 Avenue Of The Americas
New York, NY 10019

Email Me