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| Dune Thorne, CWS®, CTFA |
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| Managing Director |
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In her role as a Silver Bridge Managing Director, Dune Thorne manages a client team and partners with successful multi-generational families with complex wealth and legacy issues to help them meet their goals. Working closely with Silver Bridge colleagues and clients’ external advisors, Ms. Thorne delivers thoughtful investment and wealth management solutions that integrate her clients’ investment, philanthropic, estate and tax planning objectives.
Based on her research at Harvard Business School, Ms. Thorne launched “A Woman’s Perspective” a unique program designed to educate and empower women of significant wealth on the important skills necessary to managing their financial life. A Woman’s Perspective covers a broad range of topics including investments, family communications, wealth transfer, risk management, and philanthropy.
Prior to joining Silver Bridge, Ms. Thorne was the Director of Investments for Circle Financial Group, an investment and wealth management think tank for ultra-high-net-worth women, managing combined assets of over $3 billion. There, she was responsible for identifying, researching and monitoring investment opportunities across all asset classes and assisting members with investment, tax, trust and estate, and wealth transfer planning. Concurrently, Ms. Thorne was a Columbia Business School Private Wealth Management teaching assistant. Prior to attending business school, Ms. Thorne worked at Oracle Corporation, representing Oracle's equity position in joint ventures among other strategic projects. She began her career at Hambrecht & Quist as an investment banking analyst.
Ms. Thorne earned her MBA from Harvard Business School, and her BA from Dartmouth College. She is a CERTIFIED WEALTH STRATEGIST® (CWS®) professional and a Certified Trust and Financial Advisor (CTFA). Ms. Thorne is a member of the Golden Seeds LP Advisory Committee, a national angel investing organization, the Boston Foundation's Professional Advisor's Committee, the Boston Estate Planning Council’s Women’s Initiative Committee and Boston Women and Finance. She is also a board member and membership chair for the Harvard Business School Women’s Association of Boston. Ms. Thorne is a graduate of the Boston Center for Community & Justice Lead Boston Program and was recently honored as a participant of the 2009 Family Wealth Alliance 40minus Leadership Summit in 2009 and selected as one of Banker & Tradesman's magazine's "New Leaders for 2009." Ms. Thorne, a mother of two, enjoys Telemark skiing and cooking.
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| Dune Thorne, CWS®, CTFA |
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| Managing Director |
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| "Successful families can sometimes make it look easy, but we know that it takes a lot of work and thoughtful planning. Our job is to partner with our clients to understand not just their goals but also their wishes and desires. Leveraging our firm's deep expertise, we seek to help clients simplify their financial lives, reach their goals, and help them to have greater freedom to focus on the important things in life - family, friends, health and varied life passions." |
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| Client Team |
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| Alicia M. André, CFA |
| Managing Director |
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| Lynne M. Dombroski, CFA, CTFA |
| Senior Client Advisor |
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| Jennifer Loveless |
| Client Associate |
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| Todd C. Mills, CFP® |
| Senior Client Advisor |
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| H. Calvin Place |
| Managing Director |
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| MaryEllen Ryan |
| Client Advisor |
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| Andrea Saum, CTFA |
| Client Advisor |
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| Shannon Webb |
| Client Associate |
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