Dunham
Founded in 1985, Dunham began with an uncommon idea — that client fees should, in some way, be tied to the performance of their investments. Now, over four decades later, Dunham and its affiliate - Dunham Trust - continue to serve advisors and investors nationwide; overseeing billions of AUM/AUA Our core values remain the same: fairness, accountability, and alignment with the people we serve. We deliver investment solutions, trust services, and institutional-level resources that empower financial advisors and individual investors to pursue long-term goals with confidence. What We Offer: · Institutional Money Managers – Institutional-level strategies available through our suite of 15 Dunham Funds · DunhamDC – A disciplined, tactical overlay that seeks to turn market volatility into opportunity by removing emotion from investment decisions. · Trust Services – Estate, tax, and wealth transfer solutions through Dunham Trust. · Dunham Retirement Income Program (DRIP) – Investment and income strategies designed for life after work. · Dunham Easy Access Loans (DEAL) – Securities-based lending with flexible credit options. · Performance-Based Fee Structures – Aligning our success with yours through results-driven accountability.*Available to qualified clients only. · Advisor Resources – Tools and programs that help financial advisors grow their practices and serve clients more effectively. Disclosure: Advisory services and securities offered through Dunham & Associates Investment Counsel, Inc, a Registered Investment Adviser and Broker/Dealer. Member FINRA / SIPC Trust services offered through Dunham Trust, an affiliated Nevada Trust Company. Dunham reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Dunham will not accept purchase or sale orders via LinkedIn or its messaging systems. Statements and messages for US residents only and subject to the following terms;
7-day free trial · no credit card
Verified contacts
57
available on Kipplo
LinkedIn employees
94
51 to 200 range
Open roles
1
across 1 depts
Distinct roles
43
indexed titles
Tech stack
4
tools in use
Monthly traffic
1.0K
organic / mo
Hiring · 1 open positions across 1 departments
Sign up free to see all 57 verified contacts at Dunham
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
57 contacts with verified email or phone · masked until revealed.
- AG
Amy Gallego
Director of Client Services · Customer/Client Service
EmailPhone - HF
Hilarey Findeisen
Director of Operations · Operations
EmailPhone - KM
Kyle McCarthy
Regional Director · General Business & Management
EmailPhone - PN
Peter Nesbitt
National Accounts Director · Sales & Business Development
EmailPhone - BL
Benjamin Lucas
Private Client Group Manager · Finance & Accounting
EmailPhone - JH
Julie Holley
Senior Developer · Information Technology
EmailPhone - SG
Sasa Gligorijevic
Business Development Associate · Sales & Business Development
EmailPhone - BW
Brandon Wilson
Director of IT Chief Information Security Officer · Other
EmailPhone - DI
Denise Iverson
CFO · Finance & Accounting
EmailPhone
Showing 9 of 57 verified contacts
Top roles at Dunham
43 distinct titles indexed · top 10 shown.
- 5regional director
- 3business development associate
- 3operations associate
- 2client service associate
- 2client services associate
- 2investment analyst
- 2private client group manager
- 1()
- 1-,
- 1addi
- +33more titles
Sign up to unlock all 57 contacts at Dunham
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 57 verified contacts at Dunham
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.