About Us
Kingsbridge Private Wealth Management, Inc. is a Nevada Corporation that was formed in 2008 with its principal office located in Las Vegas, Nevada. Kingsbridge Private Wealth Management, Inc. is a United States Securities and Exchange Commission (SEC), Registered Investment Advisory firm. Information regarding Kingsbridge Private Wealth Management, Inc. can be found on the SEC’s website. Complete Overview
Kingsbridge Private Wealth Management, Inc. is a Multi-Family Office that offers its client families;
Kingsbridge Private Wealth Management, Inc. is a Multi-Family Office that offers its client families;
- Objective financial advice
- Investment management
- Creative solutions to financial issues
- Personalized and consistent delivery of complex services,
- A willingness to take a long-term view of client relationships,
- Confidential integrated management of personal and financial affairs.
- Independence – no hidden agenda or incentives
- High touch Services – low ratio of clients to professionals
- Skilled professionals with experience across multiple disciplines and deep knowledge of specialties
- Objective clearinghouse for financial, investment, tax and estate planning strategies
- Breadth and Integration of Services
- Coordination of other advisors
- Focus is on the taxable investor and after-tax results
- Multi-Generational Planning – ability to work with multiple generations of a family
- Professional Skills and available capacity to provide innovative personalized solutions to complex issues
Kingsbridge Private Wealth Management's financial professionals have an average of 15 years of experience accross multiple disciplines and deep knowledge of their individual specialties. Executive Bios
Certified Investment Management Analyst SM
Certified Private Wealth Advisor SM
Managing Director
David J. Dunn holds the Certified Investment Management AnalystSM designation, administered by the Investment Management Consultants AssociationSM and taught in conjunction with The Wharton School, University of Pennsylvania. Mr. Dunn also holds the Chartered Private Wealth AdvisorSM designation, administered by the Investment Management Consultants Association SM and taught in conjunction with The University of Chicago Booth School of Business. Mr. Dunn received a Bachelor of Arts degree in economics from San Diego State University in 1992.
Mr. Dunn began his wealth management career in Merrill Lynch's Private Client Services division as a Financial Consultant in 1994. Mr. Dunn also held positions as a Vice President in Morgan Stanley’s Private Wealth Management division and an Associate Director in Bear Stearns' Private Client Services division, before founding Kingsbridge Private Wealth Management, Inc. in 2008.
Mr. Dunn currently serves as a Trustee on the Board of Trustees of the University of Southern Nevada and has been a member of the Investment Management Consultants Association (IMCA) since 1998.
Investment Management Consultants Association is the owner of the certification marks "CIMA®" and "CPWA®," the service marks "Certified Investment Management Analyst SM," "Certified Private Wealth AdvisorSM ," "Investment Management Consultants AssociationSM," and "IMCA®." Use signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for certification. http://www.imca.org/main/do/Consumer_Resources
Education and Affiliations
Private Wealth Advisor
Martin "Marty" Orton has worked with Kingsbridge Private Wealth Management since 2009. Prior to joining the firm, he was employed by Bank of America, Morgan Stanley, Merrill Lynch and Great Western Bank (now Chase). At Bank of America he was an Assistant Vice President in the Global Wealth and Investment Management division where he assisted high net worth clients with trust services, asset and liability management. He has over 19 years of experience in the Financial Industry. He earned his Bachelor’s of Science in Business Administration with a focus in International Business and Finance, Real Estate and Law from California State Polytechnic University, Pomona. Marty also spent one year in Germany where he attended the University of Heidelberg. He has volunteered and served for numerous charitable causes including United Way, Leukemia and Lymphoma Society “Light the Night” Program and the Special Olympics.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Education and Affiliations
David J. Dunn, CIMA®, CPWA®
Certified Investment Management Analyst SM
Certified Private Wealth Advisor SM
Managing Director
David J. Dunn holds the Certified Investment Management AnalystSM designation, administered by the Investment Management Consultants AssociationSM and taught in conjunction with The Wharton School, University of Pennsylvania. Mr. Dunn also holds the Chartered Private Wealth AdvisorSM designation, administered by the Investment Management Consultants Association SM and taught in conjunction with The University of Chicago Booth School of Business. Mr. Dunn received a Bachelor of Arts degree in economics from San Diego State University in 1992.
Mr. Dunn began his wealth management career in Merrill Lynch's Private Client Services division as a Financial Consultant in 1994. Mr. Dunn also held positions as a Vice President in Morgan Stanley’s Private Wealth Management division and an Associate Director in Bear Stearns' Private Client Services division, before founding Kingsbridge Private Wealth Management, Inc. in 2008.
Mr. Dunn currently serves as a Trustee on the Board of Trustees of the University of Southern Nevada and has been a member of the Investment Management Consultants Association (IMCA) since 1998.
Investment Management Consultants Association is the owner of the certification marks "CIMA®" and "CPWA®," the service marks "Certified Investment Management Analyst SM," "Certified Private Wealth AdvisorSM ," "Investment Management Consultants AssociationSM," and "IMCA®." Use signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for certification. http://www.imca.org/main/do/Consumer_Resources
EmailEducation and Affiliations
- Certified Investment Management AnalystSM
- Certified Private Wealth AdvisorSM
- San Diego State University B.A. Economics
- Investment Management Consultants Association (IMCA) since 1998
- University of Southern Nevada, Trustee on the Board of Trustees
Martin T. Orton, CFP®
Private Wealth Advisor
Martin "Marty" Orton has worked with Kingsbridge Private Wealth Management since 2009. Prior to joining the firm, he was employed by Bank of America, Morgan Stanley, Merrill Lynch and Great Western Bank (now Chase). At Bank of America he was an Assistant Vice President in the Global Wealth and Investment Management division where he assisted high net worth clients with trust services, asset and liability management. He has over 19 years of experience in the Financial Industry. He earned his Bachelor’s of Science in Business Administration with a focus in International Business and Finance, Real Estate and Law from California State Polytechnic University, Pomona. Marty also spent one year in Germany where he attended the University of Heidelberg. He has volunteered and served for numerous charitable causes including United Way, Leukemia and Lymphoma Society “Light the Night” Program and the Special Olympics.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Education and Affiliations
- California State Polytechnic University, Pomona B.S. Business Administration, International Business
- University of Heidelberg, Heidelberg, Germany German Language Studies
- CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
- Leukemia and Lymphoma Society, Team Lead
- Special Olympics, Volunteer
