Dunham - Leadership Team

MEET JEFFREY

Jeffrey A. Dunham

FOUNDER, CHAIRMAN, & CEO

Jeffrey A. Dunham is Chairman and CEO of Dunham & Associates. Jeffrey began Dunham in 1985, with the belief that Sub-Advisers should be paid based on their ability to outperform their stated benchmark. He has a B.S. from San Diego State University and FINRA Series 3, 4, 7, 24, 53, 63 and 65 registrations. See Full Bio CLOSE

MEET DENISE

Denise S. Iverson, CPA

CHIEF FINANCIAL OFFICER

Denise S. Iverson, CPA, is CFO for Dunham & Associates and Treasurer and Principal Financial Officer of the Dunham Funds. With over 30 years of banking, financial, and executive management experience, Denise has been responsible for Dunham’s corporate finance and accounting since 1999. Denise has a B.S. in Business Administration from San Diego State University and holds the FINRA Series 27 registration. See Full Bio CLOSE

MEET SALVATORE

Salvatore M. Capizzi

CHIEF SALES & MARKETING OFFICER

Salvatore M. Capizzi is Chief Sales & Marketing Officer of Dunham & Associates. Prior to joining Dunham in 2008, Sal developed BlackRock's retail distribution platform and substantially grew the complex during his eight-year tenure. Sal received a B.A. from Baruch College and holds FINRA Series 6, 7, 22, 24, 63 and 65 registrations. See Full Bio CLOSE

MEET TAMARA

Tamara B. Wendoll

CHIEF OPERATING OFFICER

Tamara B. Wendoll is Dunham & Associates' Chief Operating Officer. She also serves as Secretary and AML Officer of the Dunham Funds. Prior to joining Dunham in 2008, Tammy received numerous awards, including the 2004 SIAA Financial Services Award, 2004 SIAA Publication/External: Financial Services Award, and others. Tammy carries a B.A. from the University of California, San Diego, and an M.B.A. from the Wharton School of the University of Pennsylvania. She holds FINRA 4, 7, 24, 63, and 65 registrations. See Full Bio CLOSE

MEET JOSEPH

Joseph P. Kelly

GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER

Since 2013, Joseph P. Kelly has served as Dunham’s BSA/AML Compliance Officer. He is also CCO for the Dunham Funds. Joe’s 15 years of financial services experience brings a wealth of knowledge as he manages Dunham’s legal, compliance, and risk management functions. Joe earned a J.D. from Syracuse University College of Law and a B.S. from Xavier University. He holds FINRA Series 7 and 24 registrations. See Full Bio CLOSE

MEET WILLIAM

William J. Brims

DIRECTOR OF INFORMATION TECHNOLOGY

William J. Brims provides leadership for the continued development of Dunham & Associates’ innovative information technology environment as Director of Information Technology. A former consultant for the multiple federal agencies, Bill joined Dunham in 2005 and is responsible for the evolution and performance of all technological systems. Bill carries an M.S. in Computer Information Systems from the University of Phoenix as well as a B.A. in Economics with a minor in Chemistry from the University of California at San Diego. See Full Bio CLOSE

MEET RYAN

Ryan J. Dykmans

DIRECTOR OF RESEARCH

Ryan J. Dykmans is the Director of Research for Dunham & Associates. A member of the team since 2004, Ryan oversees all aspects of the firm’s Analyst team, heads the Investment Committee and its efforts, and leads the institutional asset manager selection process, including participation in over 100 manager presentations a year. Ryan has a Bachelor’s in Accounting from the University of Redlands and holds FINRA Series 7, 24, and 66 registrations. See Full Bio CLOSE

MEET HILAREY

Hilarey M. Findeisen

DIRECTOR OF OPERATIONS

Hilarey M. Findeisen is Director of Operations for Dunham & Associates. Since 1994, Hilarey has managed information systems that track individual client accounts and oversees trust accounting and back-office operations. She also develops and supervises the operations of advisory programs which utilize the Dunham Funds. Hilarey has a B.A. in Economics with a minor in Information Systems from the University of California, San Diego and holds FINRA Series 7 and 24 registrations. See Full Bio CLOSE

MEET DAWN

Dawn Gillard

DIRECTOR OF ADMINISTRATION

Dawn Gillard is Director of Administration and Executive Assistant to the President and CEO of Dunham & Associates. Dawn manages the Administration Department by coordinating and overseeing projects received by all departments of the firm and assist the CEO in all day-to-day functions. She joined Dunham in 2001 and holds FINRA Series 7 registration. See Full Bio CLOSE

MEET SALLY

Sally Yoder

DIRECTOR OF HUMAN RESOURCES

Sally Yoder is Director of Human Resources for Dunham Trust, bringing more than fifteen years of HR experience to the role. She joined the Dunham Trust team in 2017. Sally is a Society for Human Resource Management Certified Professional, and received her B.A. in Political Science from Miami University in Oxford, Ohio. See Full Bio CLOSE

MEET ANN

Ann Rosevear, Esq.

PRESIDENT AND CHIEF TRUST OFFICER, DUNHAM TRUST COMPANY

Ann Rosevear serves as President and Chief Trust Officer for Dunham Trust Company, providing expert structuring and administration of trusts to DTC's most complex clients. Prior to joining Dunham Trust Company in 2014, Ann spent 14 years as a principal attorney at Walsh, Baker, Rosevear & Loomis, P.C. in Reno, NV. Ann is a graduate of the University of Nevada, Las Vegas Honors College and Gonzaga University School of Law. See Full Bio CLOSE

MEET ERIK

Erik Schlindwein

CLIENT SERVICES SUPERVISOR

Erik Schlindwein serves as Dunham & Associates’ Client Services Supervisor, where he has over a decade of experience in a variety of roles. Erik gained industry experience by working closely with sell-side equity analysts, buy-side analysts and portfolio managers, and working as an accounting officer for a real estate title company. He originally joined Dunham in 2005. He has a B.A. in International Business from San Diego State University and holds FINRA Series 7, 24, 63, and 66 registrations. See Full Bio CLOSE

MEET ROYCE

Royce Gittings

SR. CLIENT SERVICES ASSOCIATE

Royce Gittings joined Dunham & Associates in 2003 as a Sr. Client Services Associates. He has built up more than two decades of experience in financial services. Royce holds a B.A. in Psychology from San Diego State University and carries his FINRA Series 7, 63, and 65 registrations. See Full Bio CLOSE

MEET MARIANNE

Marianne Secreto

CLIENT SERVICES ASSOCIATE

Marianne Secreto is a Client Service Associate for Dunham & Associates. She has worked on both the advisory and direct side of business at an independent broker dealer, and joined Dunham in 2016. Marianne has a B.A. in Economics from the State University of New York at Albany and holds her FINRA Series 7 and 66 registrations. See Full Bio CLOSE

Leadership Team