Robert L. Pancrazi is the Northeast Regional Director for Dunham & Associates Investment Counsel, Inc., responsible for driving sales, generating assets under management, building long-term relationships and marketing Dunham Trust’s trust services and solutions. With over 19 years of industry experience working across all distribution channels, Rob brings an abundance of knowledge and credibility to his role.
Prior to joining Dunham in 2014, Rob worked at Four Wood Capital Partners as a member of the Global Client Group Sales team. Before that he was with ING Investment Management (ING) as the National Business Development Offi cer in charge of integrating synergies between Business Development, Portfolio Management and the Retail Sales Team. He also served ING from 2008 - 2011 as a Regional Vice President, responsible for distributing open-ended mutual funds, closed-end funds and separately managed accounts. Prior to ING, he acted in various key leadership sales positions with expertise across all channels, including Wirehouses, Banks, Regional/Independents, and Registered Investment Advisors for MainStay Investments and BlackRock.
Rob carries a B.A. from the State University of New York, Oneata, and holds FINRA Series 6, 7, 63 and 65 registrations.
