Bill Dunn

Analyst-Equity at Charter Research & Investment Group, Inc.

Finance

Consumer Services

Profile

Mr. William H.
Dunn is a Senior Securities Analyst at Charter Research & Investment Group, Inc. He is also a Senior Investment Analyst and joined the the firm in 2003.
His previous experiences include research investment analysis and portfolio management, having worked in the investment industry for Wright Investors Service, First Union Bank and State Street Bank.
Mr. Dunn is a graduate of Norwich University, he earned an MBA from Fairleigh Dickinson University.

Bill Dunn active positions

Companies	Position	Start
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	31/05/2003

All active positions of Bill Dunn

Former positions of Bill Dunn

Companies	Position	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	-

See the detail of Bill Dunn's experience

Training of Bill Dunn

Fairleigh Dickinson University	Masters Business Admin
Norwich University	Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Bill Dunn's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

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

See company connections