JENNIFER DUNN is a Portfolio Administrator Associate at Windham Capital Management, LLC. She is responsible for new account setup, account maintenance, and trading within Windham’s investment solutions group. She also manages our relationships with back office service providers. Previously, Jennifer worked as a financial planner at a prominent wealth management firm where she focused on retirement, estate, and tax planning.

Jennifer received a Bachelor of Arts from College of the Holy Cross. She holds the Series 65 license and is also pursuing the Certified Financial Planner™ designation.