Matt Dunn, CFA, MBA
Client Portfolio Manager
Years of Industry Experience: 19
Years with CWB McLean & Partners: 4
Prior to joining CWB McLean & Partners, Matt enjoyed a long career in Institutional Equity Sales & Trading as Director of Institutional Sales with First Energy Capital and more recently GMP Securities. Matt’s time with First Energy 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.
Hobbies and Interests:
Travelling with his wife and two daughters, golfing, skiing, sporting clays and recreational hockey.
Proud supporter of Calgary Drop-In & Rehab Centre.