DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 13162). Regulatory assets under management: $5.6B.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos, Other.
Showing 25 of 31 people.
| Name | Role | Location |
|---|---|---|
| Jeffrey Alan Dunham | CHIEF EXECUTIVE OFFICER; PRESIDENT; SHAREHOLDER | — |
| Salvatore Michael Capizzi | CHIEF SALES AND MARKETING OFFICER | — |
| Viktoria Irena Palermo | CHIEF COMPLIANCE OFFICER | — |
| Helmut Boisch | CHIEF OPERATIONS OFFICER | SAN MARCOS, CA |
| Ryan John Dykmans | CHIEF INVESTMENT OFFICER; PRESIDENT AND CHIEF INVESTMENT OFFICER | — |
| Jennifer Kim Gardyne | CHIEF FINANCIAL OFFICER | — |
| Jing Zou | CFO | — |
| CAPIZZI SALVATORE MICHAEL | CHIEF SALES AND MARKETING OFFICER | — |
| GREGG WILLIAM EDWARD | CHIEF SALES OFFICER | — |
| DUNHAM JEFFREY ALAN | PRESIDENT; PRESIDENT, SROP; PRESIDENT, SROP, CROP (+1 more) | — |
| IVERSON DENISE SUE MS | CFO | — |
| HESS DAVID PAUL | CCO | — |
| FINDEISEN HILAREY MAY | OPERATIONS DIRECTOR | — |
| EISENMANN CHARLES RICHARD | DIRECTOR OF CLIENT SERVICES; DIRECTOR OF CLIENT SERVICES, CROP | — |
| WENDOLL TAMARA BETH | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | — |
| YOUNG WALTER HOWARD III | CLIENT SERVICES DIRECTOR | — |
| KEARNY JAMES ROBERT | CHIEF COMPLIANCE OFFICER | — |
| HOLMES SELENA LEE | INVESTMENT ADVISOR REPRESENTATIVE; INVESTMENT ADVISOR REPRESENTATIVE/PM; PORTFOLIO MANAGER/IAR | — |
| NUNEZ KURT R | CHIEF COMPLIANCE OFFICER; DIRECTOR OF CLIENT SERVICES | — |
| NAKAMURA LARRY TRISTON | DIRECTOR OF COMPLIANCE | — |
| LUCCHETTI JOSEPH ENRICO | FINANCIAL OPERATIONS PRINCIPAL | — |
| WOODALL SHELLY ANN | COMPLIANCE DIRECTOR; COMPLIANCE DIRECTOR, CROP | — |
| STEFFE JOSEPH DON | VICE PRESIDENT SALES & MARKETING | — |
| PRELL SUSAN ELIZABETH | INVESTOR RELATIONS DIRECTOR | — |
| ARENDELL VALERIE ANN | DIRECTOR OF SALES/MARKETING | — |