Dunham
Katie Peabody is a dedicated professional with a diverse background in client services, marketing, and financial representation. Currently serving as a Client Services Associate at Dunham since June 2023 and as a Yoga Sculpt Instructor at CorePower Yoga since February 2024, Katie also previously worked at Fidelity Investments as a Financial Representative. Additional experience includes a role as Media Team Director at Agency 1693, where responsibilities included creating media content and managing client social platforms. Previous positions include Studio Ambassador at Full Circle Yoga + Pilates, Personal Investing Intern at Fidelity Investments, and various marketing roles in organizations such as Morning Brew and Current Midtown Apartments. Katie holds a Bachelor of Business Administration in Marketing and Government from William & Mary – Raymond A. Mason School of Business.
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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.