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Adam Dunbar
Adam Dunbar
Managing Director | Steward Partners
Portland, Maine, United States
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.
Adam Dunbar
Work Experience
Managing Director at
Steward Partners
May 2024 - Present
Director at
Steward Partners Global Advisory
May 2022 - May 2024
Senior Vice President - Wealth Manager at
Steward Partners Global Advisory
January 2019 - May 2022
Financial Advisor | First Vice President - Investments at
Wells Fargo Advisors
August 2004 - January 2019
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
***********@stewardpartners.com
***********@wellsfargoadvisors.com
***********@wellsfargo.com
Colleagues
Vice President, Wealth & Portfolio Specialist
Partner, Executive Managing Director & Wealth Manager
SVP Director of Operations & Supervision
Managing Director, Partner
Senior Vice President, Wealth Manager
Head of Strategic Initiatives and Chief Legal Officer
Managing Director - Wealth Manager
Partner, Vice President, Wealth Manager Associate
Managing Director
VP - Transition Relationship Manager