Thomas J. Dunn

Thomas J. Dunn is a seasoned financial executive with over three decades of experience driving revenue growth and building high-performing sales teams across some of the industry’s most respected institutions. As SVP, National Sales Director, Thomas brings a rare combination of strategic vision, deep capital markets expertise, and a consultative approach to client relationships that has consistently delivered results throughout his career.

Thomas has held senior leadership roles at Voya Investment Management, Blackstone, ING, AXA Equitable, and Citigroup Smith Barney, specializing in private wealth management, alternative investments, and fixed income solutions. He has a proven track record of cultivating long-term relationships with RIAs, Family Offices, Bank Trust clients, Independent Advisors and major broker-dealers, and has been instrumental in raising significant capital across multiple asset classes and investment verticals.

Thomas holds a Bachelor of Business Administration from St. Michael’s College, where he was a four-year scholarship basketball player, and holds Series 7 and 66 licenses. Outside of his professional life, he lives in Jupiter, FL with his wife Rebecca and 6 children. Ryan, Jaime, Tyler, Nick, Elizabeth, and Harper. He enjoys golfing, country music, but most importantly being with the family.