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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Senior Vice President–Wealth Management
For over 20 years, Jeff Dunigan has helped nonprofits establish and grow endowments and implement strategies that have generated significant philanthropic support. Drawing on his experience and guidance, he can help organizations and foundations diversify funding sources and manage assets to further their missions.
Jeff understands that institutions need to align their financial strategies with the operational outcomes they seek. He can assist organizations and donors to develop investment policies to meet specific goals and pursue their objectives to strengthen the community, and seek long-term sustainability.
Education
Credentials
Senior Vice President–Wealth Management
For over 20 years, Jeff Dunigan has helped nonprofits establish and grow endowments and implement strategies that have generated significant philanthropic support. Drawing on his experience and guidance, he can help organizations and foundations diversify funding sources and manage assets to further their missions.
Jeff understands that institutions need to align their financial strategies with the operational outcomes they seek. He can assist organizations and donors to develop investment policies to meet specific goals and pursue their objectives to strengthen the community, and seek long-term sustainability.
Education
Credentials
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
