Who We Are

In 1985, Jeffrey Dunham founded Dunham with the uncommon idea that fees paid by clients should be tied, in some way, to the performance of the investments they own. Today, Dunham and its affiliate Dunham Trust have grown to become a multi-billion dollar firm, but we are still driven by the values of fairness and accountability that Jeffrey envisioned more than four decades ago.

As a privately-owned, Registered Broker/Dealer and RIA, we provide wealth management solutions—including Dunham Funds, Dunham Trust services, and Dunham Asset Allocation Programs—designed to help Financial Advisors serve their clients effectively.

Our perspective comes from decades of experience in the financial services industry. We are committed to delivering customized solutions, personalized service, and unwavering integrity. This foundation has helped Financial Advisors and their clients successfully achieve their financial goals for generations.

Meet Our Team

Our leadership team at Dunham embodies a wealth of experience and a shared dedication to excellence. With decades of collective expertise in investment management, they are committed to upholding our mission and values, guiding the firm towards continued growth and success.

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.

Ryan J. Dykmans, CFA

President & Chief Investment Officer

Ryan Dykmans, CFA, is the President and 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.

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.

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.

Viktoria Palermo, CRCP®, CICCP, CSCP

Chief Compliance Officer

Viktoria Palermo, CRCP®, CICCP, CSCP, 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. 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.

Jennifer Gardyne, CPA

Chief Financial Officer

Jennifer Gardyne is the Chief Financial Officer for Dunham & Associates Investment Counsel, Inc. Jennifer is an accomplished financial executive and a Certified Public Accountant with over two decades of experience leading finance and accounting functions. She holds a Bachelor of Science in Business Administration (Accounting) from California State University San Marcos and is an active CPA in California. Passionate about leadership and talent development, Jennifer has served on multiple boards and advisory councils, including Women in Leadership and the YMCA Board of Managers.