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Context Conversations: Kingsbridge Wealth Management Interview with David Dunn

David Dunn is the President and Chief Investment Officer at Kingsbridge Wealth Management, Inc., an Investment Manager, and multi-family office. He has spent the last two decades working with financially successful individuals and families to provide the core infrastructure related to investment, tax, estate planning, lifestyle, charitable, and administrative functions that are specific to ultra-high-net-worth families and their related entities. The Kingsbridge Alternative Strategies Fund invests in structured Home Equity Contracts, which offers the Fund’s investors exposure to one of the most stable, hard access, asset classes in the United States, owner-occupied single-family residential real estate.


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