Shawn Dunn is an institutional financial advisor based in Boston, MA.

Shawn provides investment and fiduciary advisory services to retirement plans, including defined contribution, defined benefit, and non‑qualified plans. He delivers independent investment guidance, supports fiduciary governance, and consults on retirement plan strategy and participant financial wellness. He also partners with clients on ongoing monitoring and ERISA‑related projects.

Previously, Shawn served as a business development advisor for PNC Institutional Asset Management, supporting the Taft‑Hartley/Public Funds Solutions Group with relationship management and tailored solutions for Taft‑Hartley plan sponsors. He later worked as a financial advisor focusing on business development at Prudential Financial and Bank of America Merrill Lynch. He joined CAPTRUST in 2025, bringing extensive experience from further organizations including, Fifth Third, the Cleveland Cavaliers, and the New England Patriots.

Shawn received his Bachelor of Arts degree in economics from Wheaton College and holds the Certified Investment Management Analyst® and the Accredited Investment Fiduciary® designations.