Jake Dunn, CPWA®, CFP®

Jake Dunn, CPWA®, CFP®

Jake Dunn is a Managing Director, Private Wealth Advisor, and Alternative Investments Director at Morgan Stanley Private Wealth Management in New York City. He leads a 13-person team that focuses on creating and implementing comprehensive wealth structuring and organization strategies for high-net-worth individuals, families, businesses, and foundations.1

Key Areas of Expertise

• Complex trust and estate planning strategies
• Risk-aware asset allocation and investment management
• High net worth insurance strategies
• Risk management and asset protection
• Philanthropy management
• Family governance and wealth education
• Tax-efficient portfolio construction
• Alternative investments
• Cash management
• Comprehensive lending solutions and liability management
• Pre-IPO/pre-liquidity financial optimization1

Experience and Credentials

• Has over 15 years of experience in the financial services industry, previously at Merrill Lynch Private Wealth Management1
• Holds the Certified Financial Planner (CFP®) and Certified Private Wealth Advisor (CPWA®) designations1
• Completed coursework for both the CFP® and CPWA® programs1
• Graduated from Cornell University's School of Hotel Administration1

Awards and Recognition

• Named to Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State in 20231
• Recognized as a Forbes Best-In-State Wealth Advisor in 20231

Jake Dunn is dedicated to providing his clients with a high touch, customized level of service and has built strong, multi-generational relationships with many of them.1