Adam Dunne
Associate Investment Manager
Investment management
Areas of expertise
Discretionary investment management for private clients, charities and trusts.
Experience
Adam is an Associate Investment Manager at Evelyn Partners. Adam is involved in the construction and monitoring of portfolios for private clients, charities, individual pension schemes, companies and trusts. Adam joined the firm in 2024 from JP Morgan.
Professional qualifications/memberships
- Awarded 1st Class Honours in Higher Diploma in Financial Services Analytics
- Completed CFA level 1; CFA Level 2 Candidate
- Qualified Financial Adviser (QFA) and member of the IOB
- Registered stockbroker