For more than 30 years, The Dunn-Dunne-Wall-Hegenbart Group has dedicated itself to helping some of the most sophisticated institutions in the nation oversee their assets prudently and manage their businesses. Our team channels the resources and deep expertise resident at Bank of America to diverse groups of institutional clients. Our mission is to harness the power of one of the world's largest global financial firms on behalf of clients through an intimate client-consultant relationship.

In 2015, George Dunn, Peter Dunne and Bruce Wall were named to Barron's prestigious list of Top 25 Institutional Financial Advisors, in its inaugural appearance. They have also appeared on the 2016, 2017, and 2018 lists* (published annually in April. Rankings based on data as of December 31 of prior year.)

Drawing on the expertise of specialists throughout Bank of America & Merrill, we serve a wide array of institutional clients, including a number of tax-exempt charitable organizations:

• Mission-based social services organizations
• Religious Organizations
• Trade associations and other industry associations
• Hospitals and health care organizations
• College and secondary school endowments
• Public and private foundations
• Community foundations
• Defined-benefit pension plans
• Defined-contribution plans

We also provide consulting and investment services to select families whose exceptional wealth demands institutional-quality investment and wealth management.

Underscoring every service we offer is the conviction that to be effective, investment strategies must be carefully integrated with an organization's strategic objectives, governance framework, investment policy and risk-management function. As such, we take the time to understand the broader challenges and goals of the organizations we serve before devising investment strategies for them.

George Dunn, Kathleen Hegenbart and Bruce Wall have a deep understanding of the needs of institutions, and they bring clients broad experience across several diverse client. segments. They completed the rigorous Global Institutional Consulting selection process administered by Bank of America, that included a deep review of their experience serving institutions and a comprehensive, multidimensional professional assessment process.

"Each of us is passionate about strengthening, and growing clients' organizations, and helping these institutions fulfill their missions is very gratifying to us."
— George Dunn, CIMA®
MANAGING DIRECTOR
SENIOR CONSULTANT
GLOBAL INSTITUTIONAL CONSULTANT

**Global Institutional Consulting is part of the Global Wealth & Investment Management business of BofA Corp. Institutional Investments & Philanthropic Solutions ("II&PS") is part of Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of BofA Corp. Trust and fiduciary services and other banking products are provided by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A. Global Institutional Consultants mentioned herein are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") and may assist you with investment products and services. The nature and degree of advice and assistance provided, the fees charged, and clients' rights and Merrill's obligations will differ depending upon the products and services actually provided. Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill"), a registered broker-dealer and investment adviser and Member SIPC.

*Source: The Barron's "Top 100 Institutional Consulting Teams" list, published annually in April. Rankings based on data as of December 31 of prior year. The Barron's "Top 100 Institutional Consulting Teams" ranking evaluated advisors on a range of criteria, including institutional investment assets overseen by the advisor and his/her team, the revenue generated by those assets, the number of clients served, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishment represented on the team. Rankings are based on the opinions of Barron's and not representative nor indicative of any one client's experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Barron's does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron's are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.*