Senior Client Manager
Mr. Dunn joined Marcum Wealth as a senior client manager in November 2020. In his capacity, he manages a portfolio of clients and their respective Qualified Retirement Plans. This includes serving as the day to day contact for our clients as well conducting Plan reviews and assisting Plan participants. Prior to joining Marcum Wealth, Mr. Dunn served as a Senior Client Manager with Pension Advisors and has roughly 14 years of experience in the Retirement Plan industry.