Michael Dunne is a financial advisor at Uhlmann Investment Management, LLC with 37 years of industry experience. He holds a Series 66 designation and has worked at several firms including Avellino Financial Advisors, Inc., Forest Securities, Inc., and Uhlmann Price Securities, LLC. He has also been involved with Native Tribal Alliance, LLC and Quegh Ke Holdings, Inc.
Uhlmann Investment Management provides discretionary and non-discretionary portfolio management to individuals, institutions, and trusts, utilizing a fundamental analysis and long-term asset allocation approach. The firm offers a range of managed-account solutions incorporating stocks, bonds, ETFs, and alternative investments, and allows client-specific restrictions on holdings.