Jenny Lynn Dunn
Compliance & GIPS Officer
Jenny Lynn Dunn holds the position of Compliance & GIPS Officer; her responsibilities include working with the Chief Compliance Officer (CCO) to maintain and implement the Firm’s regulatory compliance program and is responsible for oversight of the Firm’s compliance with the Global Investment Performance Standards (GIPS). Her responsibilities continue to include the oversight of the Firm’s performance calculations and composite membership, both of which Ms. Dunn performed in her role of Performance Analyst. Ms. Dunn joined Wasmer, Schroeder & Company (WSC) in 2007 as a Portfolio Administrator where she was responsible for portfolio reconciliation, administration, and back office operations of portfolio management. She then transitioned to the role of Performance Analyst. Ms. Dunn transitioned into her current position in 2017.
Ms. Dunn earned her B.S. in Finance from Florida Gulf Coast University. She is a 2014 graduate of the Leadership Collier Foundations class of Growing Associates in Naples™ (GAIN™). She has been active in both the elementary and middle school Junior Achievement programs, and serves as an administrator for the CFA Society Naples. Ms. Dunn currently serves as Chair for the Firm’s GIPS Committee.