Salvatore M. Capizzi, CEPA, CBDA

Salvatore M. Capizzi, CEPA, CBDA

Chief Sales & Marketing Officer

At a Glance
Current Chief Sales & Marketing officer for Dunham

Former CEO/Global Wealth Manager for ThomasLloyd Group

Developed Retail Distribution Platform for BlackRock

Salvatore M. Capizzi has spent the last 19 years as Chief Sales & Marketing Officer of Dunham. He has a reputation for having a deep understanding of tax efficiency for exit planning, investment planning, estates, and trusts, and frequently speaks at large industry conferences on these topics.

With more than four decades of financial services experience, Sal is a seasoned industry leader with expertise in global sales and distribution, marketing, business development, and strategic planning.

His career includes launching startups, reengineering organizations, and designing sales and marketing strategies that have significantly grown assets under management and profitability.

Prior to that, Sal served as CEO of Global Wealth Management for ThomasLloyd Group, where he built sales and distribution across Europe and the Americas. He also held executive leadership roles at New York Life Investment Management, Chase Manhattan Bank, and Shearson Lehman Brothers. At BlackRock, he was Executive Vice President/Managing Director, where he helped launch and scale the firm's mutual fund business, creating its retail distribution platform and driving substantial growth during his eight-year tenure.

He is a recognized voice in the investment industry, sharing thought leadership on market shifts and retirement strategies through features such as an in-person appearance on Bloomberg Radio, a live interview on Yahoo Finance, and expert commentary quoted in articles by Kiplinger, Financial Advisor magazine, ThinkAdvisor, and Sal was finalist for a Luminary Award for Industry Thought Leadership in 2025 and is a finalist for the 2026 Wealth Management Award for Chief Marketing Officer of the Year.

Sal earned a B.A. in History from Baruch College, lives in San Diego, and is happily married and a father to two wonderful daughters.

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Salvatore M. Capizzi, CEPA, CBDA – Chief Sales & Marketing Officer | Dunham