Dunnavan & Co.

Christopher Dougall is a CFA® charterholder with 12 years of industry experience. He has been with C.C. Dunnavan & Co., Inc. since 2001. C.C. Dunnavan & Co. manages approximately $393 million for around 228 clients, including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a combination of charting, fundamental and technical analysis, offering both long- and short-term trading strategies across various asset classes, with all portfolios managed internally and reviewed quarterly.

Donald Johnson is a financial advisor at Dunnavan & Co. in Minneapolis, MN, holding a Series 63 designation with 11 years of industry experience. He has worked at Dunnavan & Co. since 2021 and previously spent 35 years at Capital Formation Strategies. Dunnavan & Co. manages approximately $392.7 million for about 228 clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of charting, fundamental and technical analysis, offering discretionary trading and regular portfolio monitoring through a collaborative three-advisor team.

Thomas Larson is a financial advisor at Dunnavan & Co. in Minneapolis, MN, holding a Series 66 designation with 15 years of industry experience. He has been associated with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2010. Outside of his advisory role, Larson and his wife jointly manage a residential property they own. Dunnavan & Co. manages approximately $392.7 million for roughly 228 clients, including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary investment supervisory services using a combination of charting, fundamental and technical analysis, and conducts quarterly account reviews through an internal Investment Policy Committee.