Dudley Cunningham
Analyst-Equity en SVB Wealth LLC .
Perfil
Mr. Dudley Cunningham, CFA, is a Private Wealth Advisor Wealth Management at SVB Wealth LLC.
He is dedicated to managing individual and institutional accounts, investment research and economic analysis.
Mr. Cunningham joined Moseley Capital Management in 1969 where he remained until Cunningham, Henderson & Papin, Inc. commenced operations, and he was elected Treasurer.
He has served individually as trustee for numerous clients and as a co-trustee with corporate fiduciaries.
Mr. Cunningham is a graduate of the University of Pennsylvania and attended the Wharton School of Business and Finance.
He is a member of the CFA Institute and the Boston Security Analyst Society.
Cargos activos de Dudley Cunningham
| Empresas | Cargo | Inicio |
|---|---|---|
SVB Wealth LLC
 SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Analyst-Equity | 01/10/2014 |
Antiguos cargos conocidos de Dudley Cunningham.
| Empresas | Cargo | Fin |
|---|---|---|
Boston Private Bank & Trust Co.
 Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | Corporate Officer/Principal | 02/10/2014 |
Cunningham Henderson & Papin, Inc.
 Cunningham Henderson & Papin, Inc. Investment Trusts/Mutual FundsMiscellaneous Part of SVB Financial Group, Cunningham Henderson & Papin, Inc. is an investment management company. The company is based in Burlington, MA. The company was founded by Ron Holstein Henderson. Cunningham Henderson & Papin was acquired by Boston Private Bank & Trust Co. on August 02, 1995 for $4 million. | Corporate Officer/Principal | - |
Formación de Dudley Cunningham.
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Boston Private Bank & Trust Co.
Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | Finance |
Cunningham Henderson & Papin, Inc.
Cunningham Henderson & Papin, Inc. Investment Trusts/Mutual FundsMiscellaneous Part of SVB Financial Group, Cunningham Henderson & Papin, Inc. is an investment management company. The company is based in Burlington, MA. The company was founded by Ron Holstein Henderson. Cunningham Henderson & Papin was acquired by Boston Private Bank & Trust Co. on August 02, 1995 for $4 million. | Miscellaneous |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Finance |
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