Dunham Trust Company Building Relationships That Last Generations
The Management Team

Jeffrey A. Dunham
Founder, Chairman & CEO
Jeffrey A. Dunham is Chairman and CEO of Dunham & Associates Investment Counsel, Inc., a wealth management firm based in San Diego, California, Dunham Trust Company based in Reno, Nevada, and Dunham Mutual Funds. As an industry visionary, Mr. Dunham started what he believes is one of the only mutual fund families where 100% of its Sub-Advisers are paid based on their ability to outperform their stated benchmark. In Mr. Dunham's view, performance-based Sub-Adviser compensation provides investors with a level of accountability that is as important today as when he founded the firm in 1985. Wanting to expand the concept of asset management accountability nationally, Mr. Dunham expanded his private client business model in the mid-1990s to work with Financial Advisors nationwide to invest in Dunham Funds and with Dunham Trust Co. on behalf of their clients so these Financial Advisors could counsel the families they work with for generations. In addition, Mr. Dunham has extensive experience in real estate investing. The investment and trust company currently oversees $3 billion of assets for 10,600 clients nationwide.
Ann Rosevear, Esq.
President & Chief Trust Officer
Ms. Rosevear contributes comprehensive knowledge in trust and estate administration, asset protection and Nevada business planning, as well as overseeing the firm's adherence to fiduciary, regulatory, and compliance requirements. As CTO and Relationship Manager, Ms. Rosevear provides highly attentive services, paying particular attention to risk management issues, discretionary actions, on-going tax planning, communication with co-trustees, beneficiary needs, and professional advisor performance and dedication. Prior to joining Dunham Trust Company, Ms. Rosevear spent 14 years as a principal attorney at Walsh, Baker, Rosevear & Loomis, P.C. in Reno, focused primarily on estate and business planning, probate, and investment and annuity transfer and underwriting, managing a multi-state practice.
Denise S. Iverson
Chief Financial Officer
Denise S. Iverson, Certified Public Accountant, is Chief Financial Officer for Dunham & Associates Investment Counsel, Inc. and its affiliates, including Dunham Trust Company, and also serves as Treasurer and Principal Financial Officer of the Dunham Funds. Ms. Iverson is responsible for the overall corporate finance and accounting functions. With over 30 years of banking, financial, and executive management experience, Ms. Iverson brings a wealth of knowledge and credibility to her role. Prior to joining the firm in 2000, Ms. Iverson worked in banking, serving as Executive Vice President, Strategic Planning, Chief Financial Officer and Controller. Before that, she worked in public accounting. Ms. Iverson carries a B.S. in Business Administration from San Diego State University where she graduated summa cum laude and holds FINRA Registered Financial and Operations Principal and Series 27 registration.
Nicole Vance, Esq.
Senior Wealth Planning Strategist
Nicole Vance is the Regional Director and Senior Wealth Planning Strategist for Dunham Trust Company. Nicole works with clients on trust and estate planning matters, including advanced wealth transfer strategies and asset protection planning. Her experience includes fifteen years of trust, tax and estate planning, including tax efficient wealth transfer, asset protection strategies, charitable structuring, and entity formation and business planning. Prior to joining Dunham Trust Company, Nicole was the principal attorney and owner of the Law Offices of Nicole M. Vance, and before that she spent five years as Vice President and Senior Wealth Planning Strategist at Wells Fargo Private Bank. Her previous experience also includes private legal practice with the Nevada law firm that is now Holland and Hart, as well as public accounting firm experience working in the San Francisco office of the Tax and Legal Department of PricewaterhouseCoopers, where she began her career.
Shanna Coressel
Senior Trust Officer
Shanna Coressel is a Trust Officer for Dunham Trust Company. Shanna has over twenty-five years of experience in the financial services industry, including eighteen years in varying facets of personal trust services. In addition to earning an Associate’s degree in Business Administration, she holds a BA degree in Paralegal Studies. Shanna has completed several courses through the Institute of Financial Education, is a graduate of the American Bankers Association National Trust School, and is a Certified Trust and Financial Advisor. She is active in and has served on numerous boards for charities and civic organizations.
John Nicholas
Senior Trust Officer
John Nicholas is Senior Trust Officer for the Colorado Division of Dunham Trust Company. With over 10 years in the trust and banking industries, John brings valuable experience to the administration of personal trusts and estates, investment oversight, and financial planning. Prior to joining Dunham Trust Company, Mr. Nicholas served for six years as trust officer for Cache Bank & Trust in Northern Colorado. He transitioned into trust and private banking from a commercial lending role with United Western Bank in Denver, Colorado. Prior to banking and trust, he worked with Vining Sparks IBG of Memphis, Tennessee as a fixed-income investment broker, providing strategic-level investment planning and asset liability management for lending institutions. John graduated from the University of Memphis with an MBA in Finance, and regularly attends continuing education courses and seminars on estate and trust administration, investment management, taxation, and real estate.
Andrew Volpp
Senior Analyst and Portfolio Manager
Trust Portfolio Manager Andy Volpp is responsible for managing client accounts and conducting research on investment strategies and programs. With over 16 years of experience in the financial services industry, he brings a wealth of knowledge across a variety of investment products and account types. He has invested in private equity, hedge funds, real estate, fixed income, equities and managed accounts. Before joining the firm in 2016, Mr. Volpp spent 8 years as a portfolio manager for a family office in Incline Village, NV. Prior to that, he worked with The Capital Group Companies as a fiduciary assistant for Capital Guardian Trust Company. Mr. Volpp received a B.S. in Business Administration from Georgetown University. He has passed Level I of the CFA Program and is currently pursuing his MBA from University of Nevada, Reno.
Jacqueline Miller
Operations Manager
Trust Operations Manager with over twenty years of trust operations experience. Prior to joining Dunham Trust Company, Ms. Miller spent over 16 years with Adagio Trust Company in Reno, Nevada as Trust Operations Manager and Chase Manhattan Bank in Bridgeport, Connecticut in their Trust Operations Department as Special Asset Treasurer and Auditor. Ms. Miller received a BS in Business Management and Finance from Sacred Heart University in Fairfield, Connecticut. Ms. Miller has completed coursework in Fiduciary Operations, Ops and Systems Contingency Planning, and Trust Audit and Compliance.
Nicole Shrive
Trust Officer
Nicole Shrive is Trust Officer for Dunham Trust Company with more than 12 years of experience in corporate trustee and estate services. Prior to joining Dunham Trust Company, Nicole was a trust officer at Premier Trust Inc., prior to that at Whittier Trust, both based in Reno, Nevada. Nicole brings vast experience managing significant assets and relationships for personal trust, special needs trusts and guardianships. She received her MBA with an emphasis in Finance from the University of Redlands after graduating from the University of Nevada in Reno with a BA in Political Science. She received her Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers (ICB), a subsidiary of the American Bankers Association and is a National Certified Guardian (NCG). Nicole is a member of the UNR Planned Giving Advisory Council, Northern Nevada Estate Planning Council, and a board member of the Northern Nevada Association of Insurance and Financial Advisors.

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