Steve Dunne is a wealth advisor primarily for successful entrepreneurs and corporate executives. He’s drawn on his more than twenty four years of experience in wealth management coupled with his education and prior career in engineering to develop and refine a process that manages wealth and risk for his clients.
Prior to joining UBS in June of 2016, Steve was a Managing Director and the senior executive in charge of Credit Suisse Group's Private Banking business in New England. During his nine years in that role, he built an industry leading franchise by managing all aspects of the business including hiring and coaching wealth advisors how to best serve and provide advice to the Firm's clients. Steve's executive management experience gives him unique insights into the challenges and opportunities facing corporate executives and entrepreneurs.
Steve's management success was born out of his preceding fourteen years of experience as a wealth advisor where he helped executives and entrepreneurs manage their wealth from accumulation to retirement. He guided them through liquidity events, funding rounds, compensation issues including dealing with restricted stock and stock options, trust & estate planning as well as the impact of career changes.
Steve has developed a proprietary approach to investing based on extensive research and analysis. This systematic approach to investing complements his comprehensive wealth management process. During his tenure at UBS, Steve has earned the designation of Senior Portfolio Manager, which recognizes an advanced level of expertise in portfolio management. Attainment of the Senior Portfolio Manager designation means that clients are receiving a high level of investment experience and professionalism.
Steve graduated from the University of Massachusetts with an engineering degree. He graduated from the U.S. Army ROTC program as a commissioned officer and served for nine years in the Army National Guard. Prior to entering the financial services sector, Steve worked as an engineer for Raytheon. Outside the office, Steve enjoys being active, whether on the ski slopes, the golf course or the lake. He has volunteered for many charities over the years and is currently a member of the Board of Directors for the University of Massachusetts Foundation. Steve lives in Hopkinton, Massachusetts with his wife Tracie and three daughters.