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. 

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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.

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Banking

Investment Management

Dunham

Jeffrey A. Dunham

Ryan Dykmans

Helmut Boisch

Amy Gallego

Viktoria Palermo

Brandon Wilson

Cepa Salvatore M. Capizzi

The Client Services and Operations Team at Dunham is dedicated to ensuring exceptional client experiences and efficient internal processes. This team focuses on enhancing service delivery, managing client communications, and streamlining operational workflows to align with the firm's commitment to accountability and performance-based fee structures. By collaborating closely with other departments, they play a critical role in maintaining client satisfaction and supporting the firm's growth initiatives.

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Leadership Team

Client Services and Operations Team

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Sales and Marketing Team

Leadership Team