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 DENISE

Denise S. Iverson, CPA

CHIEF FINANCIAL OFFICER

Denise S. Iverson, CPA, is CFO for Dunham 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, 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 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

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 BENJAMIN

Benjamin Lucas, CFP®

RELATIONSHIP MANAGER

Benjamin Lucas joined Dunham in 2015 as a Relationship Manager for the Private Client Group. He has a B.S. in Finance from Arizona State University and holds his FINRA Series 7 and 66 registrations. CLOSE