James Dunne, CFP®
Vice President & Wealth Management Officer at Peoples Bank SB- Claim this Profile
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Bio
Tony Fout, CFA
Jim is an extremely intelligent individual, that not only has strong investment knowledge, but also great communication skills to interact with high net worth clients and internal partners. I would highly recommend Jim for any firm looking to add a strong portfolio manager to their team.
Thomas Ballent
Jim supported me as an associate portfolio manager earlier in his career. I found Jim to be very intelligent, energetic, and focused on doing a good job and exceeding goals. Even more importantly, Jim proved to be highly reliable and proactive. In this business, accuracy in portfolio work and security trading is important. Jim is very precise in his work. I can recommend Jim as a solid investment professional without any reservation.
Tony Fout, CFA
Jim is an extremely intelligent individual, that not only has strong investment knowledge, but also great communication skills to interact with high net worth clients and internal partners. I would highly recommend Jim for any firm looking to add a strong portfolio manager to their team.
Thomas Ballent
Jim supported me as an associate portfolio manager earlier in his career. I found Jim to be very intelligent, energetic, and focused on doing a good job and exceeding goals. Even more importantly, Jim proved to be highly reliable and proactive. In this business, accuracy in portfolio work and security trading is important. Jim is very precise in his work. I can recommend Jim as a solid investment professional without any reservation.
Tony Fout, CFA
Jim is an extremely intelligent individual, that not only has strong investment knowledge, but also great communication skills to interact with high net worth clients and internal partners. I would highly recommend Jim for any firm looking to add a strong portfolio manager to their team.
Thomas Ballent
Jim supported me as an associate portfolio manager earlier in his career. I found Jim to be very intelligent, energetic, and focused on doing a good job and exceeding goals. Even more importantly, Jim proved to be highly reliable and proactive. In this business, accuracy in portfolio work and security trading is important. Jim is very precise in his work. I can recommend Jim as a solid investment professional without any reservation.
Tony Fout, CFA
Jim is an extremely intelligent individual, that not only has strong investment knowledge, but also great communication skills to interact with high net worth clients and internal partners. I would highly recommend Jim for any firm looking to add a strong portfolio manager to their team.
Thomas Ballent
Jim supported me as an associate portfolio manager earlier in his career. I found Jim to be very intelligent, energetic, and focused on doing a good job and exceeding goals. Even more importantly, Jim proved to be highly reliable and proactive. In this business, accuracy in portfolio work and security trading is important. Jim is very precise in his work. I can recommend Jim as a solid investment professional without any reservation.
Credentials
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Certified Financial Planner
CFP Board
Experience
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Peoples Bank
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United States
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Banking
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1 - 100 Employee
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Vice President & Wealth Management Officer
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Nov 2018 - Present
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First Merchants Corporation
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United States
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Financial Services
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700 & Above Employee
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Vice President, Wealth Advisor
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Jul 2015 - Nov 2018
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BMO Private Wealth
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Canada
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Financial Services
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700 & Above Employee
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Portfolio Manager
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Jun 2006 - Jul 2015
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Morningstar
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United States
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Financial Services
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700 & Above Employee
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Equity Data Analyst Intern
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Nov 2004 - Mar 2006
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Education
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2011 - 2012
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance -
2002 - 2006
University of Illinois Chicago
Bachelors of Science, Finance
Community
