October 13, 2008
JC Public Relations, Inc.
SAN DIEGO, CA – Dunham & Associates
announced today the appointment of Tamara Wendoll as its new Chief Operating Officer.
Ms. Wendoll will be based out of Dunham’s Corporate Headquarters in San Diego, California.
Ms. Wendoll possesses nearly 15 years of industry experience across a broad range of functions
including, marketing, sales, and operations. Prior to her recent appointment with Dunham,
she served as Senior Executive Vice President of Marketing and Operations for Kelmoore Investment Company
where she was instrumental in launching five mutual funds, its separately managed account programs,
and developing its RIA, Independent, and Wirehouse distribution channels. Previous roles also include
associations with Josephthal & Co. and First Allied Securities, where she served as Vice President of
each firm’s Investment Advisory Services. In addition, Ms. Wendoll served in numerous other roles during
her nearly five-year tenure at First Allied Securities, including Director of Asset Management.
Ms. Wendoll has a B.A. from the University of California, San Diego and an MBA from the Wharton School.
She holds FINRA Series 7, 24, 4, 65, and 63 designations. Additionally, she is the recipient of numerous
industry and marketing awards including the 2004 SIAA Financial Services Award, 2004 SIAA
Publication/External: Financial Services Award, and numerous 2002-2006 MFEA Star Awards.
“We are extremely pleased to have Tammy join us,” said Jeffrey A. Dunham, founder and CEO of
Dunham & Associates Investment Counsel, Inc. He continued, “This is a pivotal role, and
Tammy’s many accomplishments made her a natural fit for this position. In addition, her in-depth
knowledge and experience with launching new funds will be of tremendous value to us and the many
clients we serve.”
Founded in 1985, Dunham & Associates Investment Counsel, Inc. (DAIC) is a Registered
Investment Adviser and Broker/Dealer. DAIC offers mutual funds in which Sub-Advisers'
compensation is tied to performance as measured against an established benchmark. DAIC
has specialized in providing investment programs for institutions, foundations, and
high-net-worth individuals for over two decades. Dunham & Associates Holdings, Inc.,
parent company for Dunham & Associates Investment Counsel, Inc. and Dunham Trust Company,
has close to $1 billion in fee-generating assets. For more information about Dunham &
Associates Investment Counsel, Inc. and its investments and services,
visit www.dunham.com or call (800) 442-4358.
Carefully consider the funds' investment objectives, risk factors, charges, and expenses
before investing. This and other information can be found in the Fund prospectus, which may
be obtained by calling us at (800) 442-4358. Read the prospectus carefully before investing.
Investing involves risk, including possible loss of principal.
Some Sub-Advisers receive a minimum fee regardless of performance and whether that benchmark
is met or not.
Dunham & Associates Investment Counsel, Inc. serves as adviser and distributor of the
Dunham Funds, and as such, receives a separate fee. Member FINRA/SIPC.
Dunham Trust Company is a privately held trust company founded in August, 1999. It is licensed and regulated by the State of Nevada,
Department of Business and Industry, Financial Institutions Division. Dunham Trust Company and Dunham & Associates
Investment Counsel, Inc. are affiliated entities.