Consultant/ Portfolio Manager
Ethan Dunbar serves on the investment committee at Lineweaver Wealth Advisors. As the Chief Investment Officer and a partner at Revisor, Ethan leads the portfolio management process, focusing on innovation and excellence in financial services. He oversees the portfolio, billing, trading, reporting, and implementation teams.
Revisor is a Registered Investment Advisor (RIA) managing over $2 billion in assets. The firm specializes in a variety of portfolio types, catering to diverse client needs and investment strategies. As one of the two partners at Revisor, Ethan plays a crucial role in shaping the firm's strategic direction and ensuring its continued growth and success.
With nearly a decade of experience at Revisor, Ethan has held various roles, gaining a deep understanding of the industry. He earned his bachelor's degree from the University of Richmond and holds the CFA® charter. Ethan believes in the fundamental analysis of investments, ensuring that decisions are based on thorough research and sound financial principles.
Outside of work, Ethan enjoys playing tennis and golf, and spending time with his family.