Dunham
Benjamin Lucas has served as the Private Client Group Manager at Dunham & Associates since April 2015. Prior to this role, Benjamin held the position of Mutual Fund Associate at Janney Montgomery Scott from August 2013 to February 2015 and worked as an Analyst at SEI Investments from September 2012 to August 2013. Benjamin's educational background includes a Bachelor of Science in Finance from the W. P. Carey School of Business at Arizona State University, completed between 2009 and 2012, as well as a Bachelor of Arts in Business Administration and Management from Towson University, attended from 2008 to 2009.
Dunham
In 1985, Dunham & Associates Investment Counsel Inc., (“Dunham”) was founded 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 Company (“DTC”) have grown to become a multi-billion dollar firm, but we are still driven by the values of fairness and accountability that the firm was founded on more than three decades ago. Important Disclosure: Dunham & Associates Investment Counsel Inc., reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Dunham & Associates Investment Counsel Inc. will not accept purchase or sale orders via LinkedIn or its messaging systems. Dunham & Associates Investment Counsel Inc. is not responsible for content posted by third-parties. Statements and messages for US residents only and subject to the following terms; https://www.dunham.com/. Dunham & Associates Investment Counsel, Inc. offers access to trust services through Dunham Trust Company, an affiliate of Dunham. Dunham & Associates Investment Counsel, Inc. is a Registered Investment Adviser and Broker/Dealer. Member FINRA/SIPC. Third-party posts found on this profile/page do not reflect the views of Dunham & Associates Investment Counsel, Inc. (“DAIC”). They have not been reviewed by DAIC as to accuracy or completeness.