Matt Dunn, CFA®, MBA
Private Wealth Advisor, Portfolio Manager, CWB Wealth Partners
Prior to joining CWB Wealth Partners, Matt enjoyed a long career in Institutional Equity Sales & Trading as Director of Institutional Sales with FirstEnergy Capital and more recently GMP Securities. Matt’s time with FirstEnergy included over three years in the London office dealing with clients in UK and Europe. Matt has also worked as an equity research analyst and began his career as a portfolio analyst with an independent investment manager in Montreal. He received his MBA (Finance) from McGill University and holds a Bachelor of Commerce in Economics from Mount Allison University. Matt is a CFA® charterholder and a member of the Calgary CFA® Society.
Beyond the Office
Matt likes travelling with his wife and two daughters, golfing, skiing, sporting clays and recreational hockey. He is also a proud supporter of Calgary Drop-In & Rehab Centre.
“My job isn’t to sell great investments, it’s to make people better investors. People who are well advised are more likely to achieve their lifetime financial goals than people who aren’t. That has a very real and positive impact on financial security and quality of life.”