Helmut Boisch is the Chief Operating Officer of Dunham & Associates Investment Counsel, Inc. (Dunham). His past work includes senior roles across Operations, Information Technology, and Compliance. During his 20 years of financial services industry experience, Helmut has been involved in a number of transformative projects. These include helping large global businesses scale their operational processes in the front, middle, and back offices. Other projects included the migration of portfolio order management systems, compliance systems, the onboarding of fund administration and custody outsource solutions, as well as establishing middle office efficiencies and scaling opportunities.

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. During this time, he managed a portfolio of Operations, IT, and Product department key strategic vendors. Helmut also served as US Head of Operations Project Management where he created a project management platform. Before this he was the Deputy Chief Compliance Officer for a US Registered Investment Advisor and US 1940 Act Mutual Funds.

Also, Helmut has previously served as Global Head of Investment Compliance for AIG Asset Management and had various roles in IT, Operations, and client servicing at Neuberger Berman, Lehman Brothers, and Bloomberg LP. Helmut also founded a software company providing finance and government operations workflow solutions as well as compliance and law enforcement software solutions.

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 licenses and is a military veteran of the US Armed Forces having served overseas in Operation Iraqi Freedom.