International Wealth Management Forum
David J. Dunn
President and Founder | KINGSBRIDGE WEALTH MANAGEMENT, INC.
Speaker Presentation
FINANCIAL TECHNOLOGY AND INNOVATION IN THE FAMILY OFFICE SPACE
Join this interactive roundtable discussion to talk amongst your peers about how connectivity and technology is changing the world of finance. We will explore whether family offices are flexible enough to be early adapters and dive into topics such as: peer to peer lending, social finance, private credit and stepping outside the box of securitized products. We also will explore trustless transactions and the possibility of a financial system without intermediaries.
Speaker Bio
David J. Dunn is the President and Founder of Kingsbridge Wealth Management, Inc. Kingsbridge was founded in 2008 and is a multifamily office and registered investment advisor created to serve the investment, tax, estate, charitable and administrative interests of our ultra-high-net-worth families and their related entities.
David has over two decades of professional experience in comprehensive wealth management including asset management, tax, trust and estate planning, fiduciary services, and alternative investment strategies.
David holds the Certified Investment Management Analyst SM designation and the Certified Private Wealth Advisor SM designation, which are both administered by the Investment Management Consultants AssociationSM. He received a Bachelor of Arts degree in Economics from San Diego State University.
Prior to founding Kingsbridge, David has advised clients since 1994 while being employed at Merrill Lynch, Morgan Stanley and Bear Stearns.
Speaker Presentation
FINANCIAL TECHNOLOGY AND INNOVATION IN THE FAMILY OFFICE SPACE
Join this interactive roundtable discussion to talk amongst your peers about how connectivity and technology is changing the world of finance. We will explore whether family offices are flexible enough to be early adapters and dive into topics such as: peer to peer lending, social finance, private credit and stepping outside the box of securitized products. We also will explore trustless transactions and the possibility of a financial system without intermediaries.
Speaker Bio
David J. Dunn is the President and Founder of Kingsbridge Wealth Management, Inc. Kingsbridge was founded in 2008 and is a multifamily office and registered investment advisor created to serve the investment, tax, estate, charitable and administrative interests of our ultra-high-net-worth families and their related entities.
David has over two decades of professional experience in comprehensive wealth management including asset management, tax, trust and estate planning, fiduciary services, and alternative investment strategies.
David holds the Certified Investment Management Analyst SM designation and the Certified Private Wealth Advisor SM designation, which are both administered by the Investment Management Consultants AssociationSM. He received a Bachelor of Arts degree in Economics from San Diego State University.
Prior to founding Kingsbridge, David has advised clients since 1994 while being employed at Merrill Lynch, Morgan Stanley and Bear Stearns.