The Dunn Group, Private Wealth Advisors

The Dunn Group

The Dunn Group provides financial services, strategies, and solutions to ultra-affluent clients nationwide. These offerings address clients’ risk tolerance, time horizons, liquidity needs and overall investment goals. Clients include individuals, families, foundations, and non-profit institutions. We inherently recognize that all financial issues are people-driven. We strongly believe that wealth management extends beyond balance sheets and portfolio allocations. To address client needs, we seek to develop a broad understanding of client lifestyle demands, goals, concerns, fears, and hopes. We knit this individualized approach into our offerings, providing clients with a customized framework that reflects their particular values, aspirations, and financial situations.

Prioritizing Client Comfort

At the Dunn Group, we place a premium on client comfort. We provide a confidential environment in which a client can feel comfortable discussing his or her financial concerns. We are good listeners, and encourage a collaborative approach to goal setting and decision making. In a world of distractions and competing needs, we focus on clients; in-depth conversations are key building blocks of our wealth management approach.

Addressing Client Priorities

Client financial values are of upmost importance to our approach. We actively delineate and define a client’s financial values, addressing the following topics:

  • Money values
  • Legacy aspirations
  • Time priorities
  • Philanthropy goals
  • Retirement fears and hopes
  • Inter-generational family dynamics

    Focusing on Client Financial Values

    Knowing a client’s financial values, we seek to offer wealth management strategies and solutions that align and amplify their values. Specifically, we help clients form an accurate understanding of their financial needs, both now and in years to come. We assist clients in recognizing how they can ably respond to their financial needs now, to promote their comfort and financial well being. To facilitate smooth inter-generational wealth transfer, we are able to coordinate financial seminars and family boot camps to promote the harmonious transmission of values between generations. All of our offerings place the human side of wealth at the forefront, for we believe in addressing the innate individuality of every client.

  • Daniel Dunn

    Private Wealth Advisor

    Danny has worked at Merrill Lynch since 1993. He provides financial strategies and solutions for ultra-high-net-worth families, non-profit institutions, endowments, and charitable organizations. As the senior partner of The Dunn Group, he directs the Group’s investment strategy, portfolio management, and asset allocation activities. Danny’s past financial services experience includes tenures with Lehman Brothers, Drexel Burnham Lambert, and Bear Stearns.

    Danny holds a B.S. in Psychology from the University of Illinois and a Doctorate in Psychology from Pace University. Drawing on his study of behavioral finance, Danny counsels families about the challenges and opportunities that significant wealth can pose. He holds a Wealth and Life Planning certificate from the Money Meaning & Choices Institute, and is certified to conduct family values-based meetings and retreats; he also leads intergenerational family wealth conferences, wealth management boot camps, and next-generation financial education sessions. Danny is a Certified Investment Management Analyst® professional (CIMA®). He holds Series 7 and 63 registrations.

    Danny was featured in a March 2010 New York Times profile, “Handling Investments and Investors’ Fears.” In October 2010, he led a Dean’s Roundtable on International Finance for the Gallatin School of NYU. He has been quoted by a number of financial publications, including Worth Magazine, Conde Nast’s Portfolio.com, and Dow Jones Newswire’s Broker’s World. In 2009, Barron’s Magazine named him one of the Top 1000 Financial Advisors nationally, and one of the Top 100 Financial Advisors in New York. 1

    Danny is a former member of the South Orange Symphony, and a former board member for Metro West Jewish Community. He is a current member of the board of Hazon, an environmental organization. Danny has traveled to the former Soviet Union 13 times since the early 1990s on charity missions. He has also completed charity missions to Cuba and Uganda. A certified pilot, Danny flies volunteer missions for Angel Flight Northeast, a non-profit organization that provides air transport for patients who require transplants. Danny and his wife Amy have three children: Jacob, Avi, and Molly.

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    1In its February 9, 2009 issue, Barron's magazine published its Top 1,000 advisors list, which includes the top financial advisors in all 50 states and the District of Columbia. Financial advisors considered for Barron's "America's Top 1,000 Advisors: State-by-State" ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the financial advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others.

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    Daniel Dunn is registered to do business in:CA, CT, DC, DE, FL, GA, ID, IL, MA, MD, ME, MT, NC, NH, NJ, NM, NY, OR, PA, TN, TX, VA, VI
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    Jacob M. Dunn, CFP®, CRPC®, CRPS®

    Private Wealth Management

    Jake joined Merrill Lynch’s Global Wealth Management Group in 2008. In May of 2012, he joined the Private Banking & Investment Group. He focuses on providing customized financial services and strategies for individuals, families, and foundations.

    Jake received his B.S. from the School of Hotel Administration at Cornell University. He earned the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. , the Chartered Retirement Planning CounselorSM designation (CRPC®), and the Chartered Retirement Plans SpecialistSM designation (CRPS®). Jake holds Series 7 and 66 registrations, and has a Life and Health Insurance license.

    Jake is an active member of the Cornell Hotel Society of New York. A resident of Manhattan, Jake enjoys cycling, snowboarding, travel, and the epicurean pursuit of fine wine and sake in his free time.

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    Jacob M. Dunn, CFP®, CRPC®, CRPS® is registered to do business in:CA, CT, DC, DE, FL, GA, ID, IL, MA, MD, ME, MT, NC, NH, NJ, NM, NY, OR, PA, TN, TX, VA, VI
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    Oxana Okrend

    Reg Financial Analyst

    Oxana joined the Private and Banking and Investment Group at Merrill Lynch in 2011. Within the Dunn Group, Oxana provides account maintenance, portfolio analysis, performance reporting, trade execution, investment monitoring, and client communications.

    Oxana received her B.B.A. from Zicklin School of Business, Baruch College. She holds Series 7 and 66 registrations.

    Oxana is an active member of 100 Women in Hedge Funds; 85 Broad Street, a women’s networking group; and Toastmasters. She enjoys cycling, tennis and travel.

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    Irina Rasnetsov

    Irina joined the Private and Banking and Investment Group at Merrill Lynch in 2012. Previously, she worked in the Wealth Management division of JPMorgan Chase. Within the Dunn Group, Irina provides account maintenance, portfolio reporting, and client service to ultra-high-net-worth individuals and businesses.

    Irina received her B.S. in Finance and Marketing from the University of Southern California. She holds her Series 7 and 66 registrations, and has a Life and Health Insurance license.

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    Daniel Dunn is registered to do business in:CA, CT, DC, DE, FL, GA, ID, IL, MA, MD, ME, MT, NC, NH, NJ, NM, NY, OR, PA, TN, TX, VA, VI

    Jacob M. Dunn, CFP®, CRPC®, CRPS® is registered to do business in:CA, CT, DC, DE, FL, GA, ID, IL, MA, MD, ME, MT, NC, NH, NJ, NM, NY, OR, PA, TN, TX, VA, VI

    For questions regarding registration information please contact your Financial Advisor.
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    The Dunn Group

    Private Wealth Advisors

    2 WORLD FINANCIAL CENTER 
    Floor No. 35
    NEW YORK, NY 10281 

    Phone(212) 236-0591

    Daniel Dunn ( view profile )
    Private Wealth Advisor

    (212) 236-0591

    Jacob M. Dunn, CFP®, CRPC®, CRPS® ( view profile )
    Private Wealth Management

    (212) 236-2532

    Oxana Okrend ( view profile )
    Reg Financial Analyst

    (212) 236-0593

    Irina Rasnetsov ( view profile )

    (212) 236-5380








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