Our Firm

Clarisse Dunn

Operations Manager

Clarisse Dunn is a dedicated wealth management professional based in San Diego, California. She brings a wealth of experience, having previously served ultra-high-net-worth individuals in the Trust & Client Services Groups at a Seattle-based firm, as a finance associate for a prominent San Diego family office, and as a cybersecurity analyst for the Investment Bank for JP Morgan in New York City.

A graduate of the University of California, Irvine, Clarisse’s journey also includes time as an NFL Cheerleader for the San Diego Chargers, a role that showcased her discipline, teamwork, and passion for her community.

Outside of work, Clarisse enjoys spending quality time with friends and family, exploring creative design projects, staying active, and hitting the slopes for snowboarding in the winter.