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Conor Dunn

Advisor at Ocean Park Asset Management, LLC

Updated today
Ocean Park Asset Management, LLC logo

Firm

Ocean Park Asset Management, LLC

Location

Nashville, TN 37201

Credentials

Series 65

Industry experience

< 1 year

About

Conor Dunn is a financial advisor at Ocean Park Asset Management, LLC in Nashville, TN. He holds a Series 65 credential and has one year of industry experience. Prior to joining Ocean Park Asset Management, he worked at Chempoint for one year. Ocean Park Asset Management serves individual and high-net-worth clients through discretionary portfolio management and a wrap-style Joint Advisory Program, and acts as investment adviser to a family of mutual funds and ETFs. The firm employs a rules-based, tactical investment process focused on quantitative trend-following and risk management, offering strategies primarily through registered funds and ETFs.

Client services

Based on Ocean Park Asset Management, LLC

Portfolio management

Expertise

Based on Ocean Park Asset Management, LLC

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting

Occupation focus

Based on Ocean Park Asset Management, LLC

Founder/Business Owner

Fee options

Percentage

$0 - $500,000: 2.4% annualized (0.60% quarterly) $500,001 - $2,000,000: Blended rate: 2.4% annualized (0.60% quarterly) on first $500,000, and 1.8% annualized (0.45% quarterly) on amount above $500,000 up to $2,000,000 $2,000,001+: 1.2% annualized (0.30% quarterly)

Other

Account minimum: $100,000 per household, $50,000 per account registration (but Ocean Park may accept smaller accounts at its discretion)

Location

333 Commerce St

Nashville, TN 37201

Most active in

Tennessee

Work history

Ocean Park Asset Management

2025 - Present (1 year)

Chempoint

2024 - 2025 (1 year)

Unemployed

2013 - 2024 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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