Bridget A. Cunningham
Bridget Cunningham brings nearly three decades of investment management and strategic expertise to Dakota Wealth Management. Her attraction to Dakota’s dedication to custom portfolio design led her to join the Central New York office. Before her role at Dakota, Bridget spent 28 years at Key Private Bank as a Senior Portfolio Strategist, where she managed nearly $1 billion in assets.
Bridget focuses on collaborating closely with clients, including individuals, businesses, non-profit organizations, and foundations, to create investment portfolios tailored to their unique goals and objectives. She holds the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute.
Bridget earned her degree in Business Administration and Finance from the State University of New York (SUNY) at Oswego. She is actively involved in her community in the small village of Cazenovia, New York, serving on both the St. James Finance Committee and the Cazenovia Fire Department Finance Committee.
Together with her husband Scott, Bridget raises cattle for organic beef on their hobby farm. They enjoy a variety of outdoor activities, including golf, camping, hiking, kayaking, and skiing.
