Charles W. Dunn

Principal / Chief Financial Officer

Mr. Dunn has over 30 years experience as an international management consultant, investment fund manager and investment-banking principal. He often serves as CFO and/or Board member of client companies, including a recent experience in these positions with a NASDAQ-traded company. He was a senior consultant on financial strategy with McKinsey & Company in New York City and Paris and later became the Managing Director of a substantial private investment fund based in London. Formerly, he was the Managing Director, Financial & Operations Officer, and Compliance Officer, of Sutter Securities, Inc., a San Francisco-based broker/dealer firm with offices in New York City.

 

During more than 20 years of living in Europe, Mr. Dunn established an investment banking consulting practice in Lisbon, Portugal. He served as advisor to Banco Totta e Acores, Companhia Uniao Fabril, Sociedade Nacional de Cervejas, ALPORT, and others. He founded a real estate development activity with a partner (apartment projects in the Lisbon area, and tourist projects in the Algave, on the southern Portuguese coast); the partnership also created a fiberglass yacht manufacturing business, and purchased 100 berths in the only yacht marina in the Algarve at the time.

After returning to the U.S. in 1986, he became Managing Director of a San Francisco-based private investment fund and, later, founded First San Francisco Equities (a specialty NASD-registered investment banking firm). He was associated with Merchants Group International in San Francisco, and has acted as CFO of its broker/dealer firm, Parthenon, LP, and its indirectly-related hedge fund, Pericles, LP.

Mr. Dunn holds a bachelors degree from Oregon State University, an MBA from the University of California at Berkeley and a Doctorate in Economics from the University of Paris (Sorbonne). He is registered with the NASD as a General Securities Principal and a Financial and Operations Principal. He is a member of the National Association of Business Economists, and of the Licensing Executives Society.

Mr. Dunn resides in Rutherford, Napa County, California and offices in San Francisco, California.

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