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. 

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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 Leadership Team at Dunham oversees the strategic direction and operational effectiveness of the firm, ensuring that its foundational values of fairness and accountability are upheld. This team collaborates across departments to drive business growth, enhance client services, and protect the firm’s integrity through robust compliance and technology initiatives. By leveraging diverse expertise in investment management, operations, marketing, and compliance, they position Dunham for sustainable success in the competitive wealth management landscape.

Leadership Team

Sales and Marketing Team

Client Services and Operations Team

Leadership Team

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Other teams at Dunham

Sales and Marketing Team

Client Services and Operations Team