Published on Oct 1, 2026
This article was written by Salvatore M. Capizzi
Salvatore M. Capizzi, CEPA, CBDA, is Dunham's Chief of Sales & Marketing and a 2026 Wealthies CMO of the Year Finalist. His work focuses on retirement planning, emerging trends for financial advisors, and advanced tax, trust, and estate strategies.
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The financial world lost a good man when Henry R. “Hank” Goldstein passed away on September 18, 2026.
To those of us who knew him, he was simply Hank.
The financial advisors who spent time with Hank know that we lost much more than a respected former Trustee of the Dunham Funds Board. We lost someone who cared, someone we could count on, and someone whose judgment and integrity made us better.
Hank began his career as an attorney, but he was also a builder.
During the early days of cable television, he helped TransVideo and Mission Cable develop cable systems in San Diego and Bakersfield. What stands out to me is that Hank was not watching the industry take shape from the sidelines.
He helped build it.
Hank handled the FCC injunctions and litigation that led to United States v. Southwestern Cable Co., the landmark 1968 U.S. Supreme Court decision. He also co-founded the California Cable Television Association with Walter Kaitz. Those were not small accomplishments. Hank helped shape a nascent industry that was still finding its way.
Hank later took his experience overseas, helping introduce toll-free telephone systems across Europe and cellular, paging, and mobile networks across Asia through First Pacific and Asia Link.
When he returned to Denver, he moved into investment banking, serving as Managing Director at Daniels & Associates from 1998 to 2006 and then working with RBC Daniels beginning in 2007. His career covered a great deal of ground, but the thread running through all of it was his judgment and his ability to earn people’s trust.
Trust and ethics mattered to Hank. The way he got to know Dunham was interesting.
Years before he joined the Board, he asked his brother in Del Mar whom he should trust with his annual bonus. His brother told him, “Trust Dunham.” That was good enough for Hank.
Year after year, Hank sent his annual bonus to Dunham. He did that for many years before meeting anyone from the firm face-to-face. This was long before Zoom or Teams made those introductions easy. His brother trusted Dunham, and Hank trusted his brother.
In 2012, Hank joined the Board of Trustees of The Dunham Funds. He understood that his responsibility was to the shareholders, and he never took that lightly. He came prepared, asked direct questions, and became one of the most engaged members of the Board.
What I appreciated most about Hank was his desire to know the people he served on the Board. He wanted to understand the shareholders and the financial advisors who were recommending the Dunham Funds.
Every May, he flew from his home in Denver to attend the Dunham Institute, which later became the Dunham Advisory Board. He did not attend because he had to. He attended because knowing our advisors and the shareholders they served mattered to him.
To Hank, advisors were never names on a report I presented to the Board every quarter. They were the people he served, the people he was responsible for, and he took that responsibility to heart.
Hank proved that you could ask difficult questions, hold people accountable, and still treat everyone around the table with respect. That was how he approached his responsibility as a Trustee, and it was how he approached people.
His intelligence was obvious, but so was his generosity and compassion.
He carried himself with dignity and grace.
Hank spoke up when something mattered, and people listened because they knew where he was coming from. He wanted all of us to remember the responsibility that came with the trust shareholders placed in us.
Hank’s influence will remain in the standards he set and the relationships he built. More importantly, it will remain with those of us who watched him lead and learned from the way he treated people.
I will miss Hank.
I will miss his questions, his perspective, and the way he always reminded us that the people behind the numbers mattered.
I am grateful for his friendship and for every year we had him at our table.
This communication is general in nature and provided for educational and informational purposes only. It should not be considered or relied upon as legal, tax or investment advice or an investment recommendation, or as a substitute for legal or tax counsel. Any investment products or services named herein are for illustrative purposes only and should not be considered an offer to buy or sell, or an investment recommendation for, any specific security, strategy or investment product or service. Always consult a qualified professional or your own independent financial professional for personalized advice or investment recommendations tailored to your specific goals, individual situation, and risk tolerance.
Dunham & Associates Investment Counsel, Inc. is a Registered Investment Adviser and Broker/Dealer. Member FINRA / SIPC. Advisory services and securities offered through Dunham & Associates Investment Counsel, Inc., Trust services offered through Dunham Trust, an affiliated entity. Dunham Private Trust is the Wyoming division of Dunham Trust.
