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Adam Dunbar

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Adam Dunbar

Managing Director | Steward Partners

Portland, Maine, United States

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Adam Dunbar

Summary

Adam Dunbar is a seasoned wealth manager and managing director at Steward Partners, with extensive experience in financial services. Based in Portland, Maine, he specializes in asset allocation, retirement planning, and investment strategies. With a career spanning nearly two decades, he has held significant roles in various capacities, demonstrating leadership in managing client portfolios and guiding financial decisions. Adam's commitment to bespoke advisory services is evident in his approach to catering to the needs of family and institutional investors alike. He holds a Bachelor of Business Administration from the University of Southern Maine and has a strong foundation in both corporate and advisory sectors. Adam's journey reflects a dedication to excellence in client service and financial management. Outside of work, he is likely to be engaged in community activities, reflecting his commitment to social responsibility. His extensive tenure in the industry showcases his stability and expertise, making him a trusted advisor in the financial landscape.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Adam Dunbar

Work Experience

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Managing Director at

Steward Partners

May 2024 - Present

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Director at

Steward Partners Global Advisory

May 2022 - May 2024

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Senior Vice President - Wealth Manager at

Steward Partners Global Advisory

January 2019 - May 2022

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Financial Advisor | First Vice President - Investments at

Wells Fargo Advisors

August 2004 - January 2019

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Adam Dunbar

Education

University of Southern Maine - School of Business, Bachelor Of Business Administration (Bba)

January 2000 - January 2004

Conway High School

January 1996 - January 2000

Frequently Asked Questions about Adam Dunbar

What is Adam Dunbar email address?

Adam Dunbar's primary email address is ***********@stewardpartners.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Adam Dunbar work for?

Adam Dunbar is a Managing Director at Steward Partners, a company specializing in Functions related to depository banking.

Where Adam Dunbar graduated from?

Adam Dunbar holds a degree in from University of Southern Maine - School of Business.

How can I directly contact Adam Dunbar?

To contact Adam Dunbar directly, you can use the email address ***********@stewardpartners.com. Complete contact information is available upon registration with Muraena.

Who is Adam Dunbar?

Adam Dunbar is a seasoned wealth manager and managing director at Steward Partners, with extensive experience in financial services. Based in Portland, Maine, he specializes in asset allocation, retirement planning, and investment strategies. With a career spanning nearly two decades, he has held significant roles in various capacities, demonstrating leadership in managing client portfolios and guiding financial decisions. Adam's commitment to bespoke advisory services is evident in his approach to catering to the needs of family and institutional investors alike. He holds a Bachelor of Business Administration from the University of Southern Maine and has a strong foundation in both corporate and advisory sectors. Adam's journey reflects a dedication to excellence in client service and financial management. Outside of work, he is likely to be engaged in community activities, reflecting his commitment to social responsibility. His extensive tenure in the industry showcases his stability and expertise, making him a trusted advisor in the financial landscape.

Adam`s contact details

mail

***********@stewardpartners.com

***********@wellsfargoadvisors.com

***********@wellsfargo.com

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Anthony Cervio

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