Bob is a Managing Director, Wealth Advisor at Cresset with over 20 years of financial industry experience. As a senior wealth advisor, he leads the West Palm Beach office and works closely with a team of internal and external multidisciplinary experts to advise and develop integrated and comprehensive wealth management solutions for private business owners and entrepreneurs, public company executives, multi-generational families, and private and public foundations. Prior to joining Cresset, Bob was a Senior Vice President and Private Client Advisor with U.S. Trust, where he led a team overseeing $2.4 billion in assets under management. Prior to that, Bob was the Chief Financial Officer fo
Robert B. Dunkin
Managing Director, Wealth Advisor
Cresset
United States, Florida, Palm Beach
About Me
Profile Information
Managing Director, Wealth Advisor
Cresset
Investment Team,Operations Team
Investor
Multi-Family Office
Palm Beach
Florida
United States
Jul 29, 2024
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