Leadership Team

MEET JEFFREY

Jeffrey A. Dunham

FOUNDER, CHAIRMAN, & CEO

Jeffrey A. Dunham is Chairman and CEO of Dunham. 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 CHRISTINE

Christine Zou, CPA

CHIEF FINANCIAL OFFICER

Christine Zou, CPA, is the Chief Financial Officer for Dunham and Treasurer and Principal Financial Officer for the Dunham Funds. With 27 years of accounting and finance experience, she brings a strong expertise to her role at Dunham. Prior to joining Dunham in 2024, Christine worked in various industries and Big Four and Five public accounting firms. Academically, Christine holds a Master’s in Professional Accounting with honor from the University of Texas at Austin and a Bachelor’s Degree in Accounting from Shanghai University of Finance & Economics. She holds active CPA licenses in CA, TX, and DE and the FINRA Series 27 registration. Christine plays a critical role at establishing and overseeing the financial goals for Dunham and the Dunham Funds. See Full Bio CLOSE
MEET SALVATORE

Salvatore M. Capizzi, CEPA

CHIEF SALES & MARKETING OFFICER

Salvatore M. Capizzi is Chief Sales & Marketing Officer of Dunham. 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 HELMUT

Helmut Boisch, PMP

CHIEF OPERATING OFFICER

Helmut Boisch is the Chief Operating Officer of Dunham & Associates Investment Counsel, Inc. (Dunham). Prior to joining the firm in 2022, Helmut served in a variety of roles including Global Head of Vendor Management for Allianz Global Investors with a team located in Frankfurt, Munich, New York, and San Diego. Helmut received his MBA in Organizational Management with Honors from Eastern University in Pennsylvania and carries a B.A. from Rutgers University in New Jersey with a double major in Economics and German and has attained the Project Management Professional (PMP)® Certificate from the Project Management Institute. He has a FINRA Series 7 and 24 license and is a military veteran of the US Armed Forces. See Full Bio CLOSE
MEET VIKTORIA

Viktoria Palermo, CRCP®, CICCP

CHIEF COMPLIANCE OFFICER

Viktoria Palermo, CRCP®, CICCP, is Chief Compliance Officer for Dunham & Associates Investment Counsel, Inc. and the Dunham Funds. She also serves as BSA/ AML Compliance Officer for Dunham Trust Company. With over 19 years of industry experience, Viktoria has a strong background in compliance, supervision and overall operations of the Broker-Dealer and Investment Adviser. Viktoria holds the FINRA Series 24, 7, 51, 4, 66 and 63 registrations. See Full Bio CLOSE
MEET RYAN

Ryan J. Dykmans, CFA

CHIEF INVESTMENT OFFICER

Ryan Dykmans, CFA, is the Chief Investment Officer for Dunham & Associates Investment Counsel, Inc. As a member of the team since 2004, Ryan has served the firm in various roles. Ryan has a Bachelor’s in Accounting from the University of Redlands and holds FINRA Series 7, 24, and 66 registrations, and has attained the CFA ® Chartered Financial Analyst designation with membership in the CFA Society San Diego and the CFA Institute. See Full Bio CLOSE
MEET BRANDON

Brandon Wilson

DIRECTOR OF INFORMATION TECHNOLOGY

Brandon Wilson is Director of Information Technology and Chief Information Security Officer for Dunham & Associates Investment Counsel, Inc., and its affiliate, Dunham Trust Company. At Dunham, Brandon is responsible for supporting and innovating technology and striving to protect users in the realm of cybersecurity. See Full Bio CLOSE
MEET HILAREY

Hilarey M. Findeisen

DIRECTOR OF OPERATION

Hilarey M. Findeisen is Director of Operations for Dunham. 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. Dawn manages the Administration Department by coordinating and overseeing projects received by all departments of the firm and assists the CEO in all day-to-day functions. She joined Dunham in 2001 and holds FINRA Series 7 registration. 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 PETER

Peter Nesbitt

NATIONAL ACCOUNTS DIRECTOR

Peter B. Nesbitt is the National Accounts Manager for Dunham. He is responsible for building and developing the firm’s Broker/Dealer and RIA relationships, obtaining new selling agreements, and expanding Dunham’s visibility nationwide. Before joining Dunham in 2010 as a Marketing Associate, Peter served as Marketing Director for a San Diego-based Registered Investment Advisor. Peter carries a B.S. in Business Administration from Messiah College in Grantham, Pennsylvania and holds FINRA Series 7 and 66 registrations. See Full Bio CLOSE
MEET AMY

Amy Gallego

DIRECTOR OF CLIENT SERVICES

Amy Gallego oversees Dunham's Private Client Group and Customer Care Team. She began building a career in the financial services industry in 1997 and joined Dunham in 2015. Amy has a B.A. in Public Administration from San Diego State University and holds her FINRA Series 7, 24, and 66 registrations. CLOSE
MEET RHONDA

Rhonda Lee

DIRECTOR OF HUMAN RESOURCES

Rhonda Lee is the Director of Human Resources for Dunham & Associates Investment Counsel Inc. and Dunham Trust Company. Rhonda has over 20 years of progressive human resource and leadership experience. Rhonda received a Bachelor of Business Administration from National University in San Diego. See Full Bio CLOSE
MEET PETER

Peter Nesbitt

NATIONAL ACCOUNTS DIRECTOR

Peter B. Nesbitt is the National Accounts Manager for Dunham. He is responsible for building and developing the firm’s Broker/Dealer and RIA relationships, obtaining new selling agreements, and expanding Dunham’s visibility nationwide. Before joining Dunham in 2010 as a Marketing Associate, Peter served as Marketing Director for a San Diego-based Registered Investment Advisor. Peter carries a B.S. in Business Administration from Messiah College in Grantham, Pennsylvania and holds FINRA Series 7 and 66 registrations. See Full Bio CLOSE
MEET SHAWN

Shawn Waltz

REGIONAL DIRECTOR, MID-ATLANTIC

Shawn Watlz serves as Regional Director for Dunham's Mid-Atlantic Region. Prior to joining Dunham in 2019, Shawn was a regional director with Lockwood Advisors and an agent at John Hancock. Shawn carries a Bachelor of Science in Business Administration from Pennsylvania State University. He holds a Certified Investment Management Analyst (CIMA) and Chartered Retirement Planning Counselor (CRPC) designation. He also has his Series 7, 63 and 65 licenses. See Full Bio CLOSE
MEET ROBERT

Robert L. Pancrazi

REGIONAL DIRECTOR, NORTHEAST

Robert L. Pancrazi is the Northeast Regional Director for Dunham and is responsible for driving sales, generating assets under management, building long-term relationships and marketing Dunham Trust’s trust services and solutions. Prior to joining Dunham in 2014, Rob accumulated 15 years of experience at Four Wood Capital Partners and ING Investment Management, among others. He carries a B.A. from the State University of New York, Oneonta, and holds FINRA Series 6, 7, 63, and 65 registrations. See Full Bio CLOSE
MEET REBECCA

Rebecca Pearson, CFP®, CEPA

REGIONAL ACCOUNT MANAGER, SOUTHEAST

Rebecca Pearson serves as Regional Account Manager for Dunham’s Southeast Region. Prior to joining Dunham in 2016, she helped her father develop a sustainable financial planning practice as an associate wealth advisor. Rebeca holds a dual Bachelor’s in Economics and Sociology from Louisiana State University and also has received her FINRA Series 7 and 66 registrations. See Full Bio CLOSE
MEET JAMIE

Jamie Jones

REGIONAL DIRECTOR, SOUTHEAST

Jamie Jones is the Southeast Regional Director for Dunham & Associates Investment Counsel, Inc., helping financial advisors with portfolio and trust solutions. Jamie received her MBA from the University of Arkansas and her bachelor’s degree in business communications at the College of Charleston. Jamie holds FINRA Series 7, 63, and 65 registrations. See Full Bio CLOSE
MEET NEHEMIAH

Nehemiah McFarlin

REGIONAL DIRECTOR, WEST

Nehemiah McFarlin is the Regional Director for the West region of Dunham. He was previously a student athlete, and joined Dunham in 2021. Nehemiah has a B.A in Business Administration, with an emphasis in Finance, Management & Marketing, and holds his FINRA Series 7 and 66 registration. See Full Bio CLOSE
MEET KYLE

Kyle McCarthy

REGIONAL DIRECTOR, CENTRAL

Kyle McCarthy is the Regional Director for the Central region of Dunham. He previously worked as a Sales Development Representative at GoSite, and joined Dunham in 2020. Kyle has a B.A. in Finance from San Diego State University and holds his FINRA Series 7 and 66 registrations. See Full Bio CLOSE
MEET LIAM

Liam Morando

REGIONAL DIRECTOR, MIDWEST & NORTHWEST

Liam Morando is the Regional Director for the Midwest and Northwest region of Dunham. He previously worked as a Recruiter at Aerotek and joined Dunham in 2021. Liam has a B.A. in Marketing, and holds his FINRA Series 6, 63 & 65 registration. See Full Bio CLOSE
MEET ARI

Ari Parsay

BUSINESS DEVELOPMENT ASSOCIATE, NORTHEAST

Ari Parsay is the Business Development Associate for the Northeast region of Dunham. He previously worked as a research intern at UCSD and joined Dunham in 2021. Ari has a B.A. in History from University of California, San Diego and holds a FINRA Series 6, 63 & 65 registration. CLOSE
MEET MIKHAEL

Mikhael Turcan

BUSINESS DEVELOPMENT ASSOCIATE, MID-ATLANTIC

Mikhael Turcan is the Business Development Associate for the Mid-Atlantic region of Dunham. In his previous role, he was a personal banker for Citibank and joined Dunham in 2022. Mikhael has a B.A in Business Administration with an emphasis in Finance and holds his FINRA Series 7 registration. CLOSE
MEET CADE

Cade Isakson

BUSINESS DEVELOPMENT ASSOCIATE, NORTHWEST AND MIDWEST

Cade Isakson is a Business Development Associate for the Northwest and Midwest. He graduated from Point Loma Nazarene University Cum Laude in May of 2023 with a BS in Finance and a Minor in Economics, then began working for Dunham and Associates after returning from a 2-month trip backpacking Europe. During the 2020 year, he worked as a car salesman for Toyota in his home county in Washington State, and going into his senior year of college he worked as an intern at a venture capital firm in San Diego. He holds his FINRA series 7 and 66 licenses. CLOSE
MEET MARGO

Margo Keegan

BUSINESS DEVELOPMENT ASSOCIATE, CENTRAL

Margo Keegan is the Business Development Associate for the Central region of Dunham. Before graduating from San Diego State in 2023 she was a Finance Intern for Kiewit and apart of J.P. Morgan’s Winning Women’s Program. Margo has a B.S. in Business Administration, Finance and holds her FINRA Series 7 and 66 license. CLOSE
MEET DESHAUN

Deshaun Harvey

BUSINESS DEVELOPMENT ASSOCIATE, WEST

Deshaun is the Business Development Associate for the West region of Dunham. He previously worked as a Mortgage loan officer and joined Dunham in 2023. Deshaun has a B.A in Business Administration from the University of San Diego and holds his FINRA Series 7 license. See Full Bio CLOSE
MEET RYAN

Ryan Dierberg

CLIENT SERVICES ASSOCIATE

Ryan Dierberg joined Dunham in January 2023 as Client Services Associate. He most recently held an Internal Marketing Consultant position at Lincoln Financial, specializing in Asset-Based Long-Term Care. Ryan holds a B.S. in Economics from the University of Pennsylvania and an MBA from the University of South Florida, along with a FINRA Series 7 & 66. CLOSE
MEET KATIE

Katie Peabody

CLIENT SERVICES ASSOCIATE

Katie Peabody joined Dunham in June of 2023 as a Client Services Associate after working as a Financial Representative with Fidelity Investments Personal Investing Branch in Washington, D.C. Katie holds a B.B.A. in Business and Government from the College of William and Mary, along with FINRA Series 7, Series 63, and Series 66 registrations. She is an active runner and hot yoga enthusiast. CLOSE
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