Jeffrey A. Dunham
FOUNDER, CHAIRMAN & CEO
Jeffrey A. Dunham is Chairman and CEO of Dunham & Associates. Jeffrey began Dunham in 1985, with the belief that Sub-Advisers should be paid based on their ability to outperform their stated benchmark. He has a B.S. from San Diego State University and FINRA Series 3, 4, 7, 24, 53, 63 and 65 registrations.
Ann Rosevear, Esq.
PRESIDENT & CHIEF TRUST OFFICER
Ann Rosevear serves as President and Chief Trust Officer for Dunham Trust Company, providing expert structuring and administration of trusts to DTC's most complex clients. Prior to joining Dunham Trust Company in 2014, Ann spent 14 years as a principal attorney at Walsh, Baker, Rosevear & Loomis, P.C. in Reno, NV. Ann is a graduate of the University of Nevada, Las Vegas Honors College and Gonzaga University School of Law.
Denise S. Iverson, CPA
CHIEF FINANCIAL OFFICER
Denise S. Iverson, CPA, is CFO for Dunham & Associates and Treasurer and Principal Financial Officer of the Dunham Funds. With over 30 years of banking, financial, and executive management experience, Denise has been responsible for Dunham’s corporate finance and accounting since 1999. Denise has a B.S. in Business Administration from San Diego State University and holds the FINRA Series 27 registration.
Tamara B. Wendoll
CHIEF OPERATING OFFICER
Tamara B. Wendoll is Dunham & Associates' Chief Operating Officer. She also serves as Secretary and AML Officer of the Dunham Funds. Prior to joining Dunham in 2008, Tammy received numerous awards, including the 2004 SIAA Financial Services Award, 2004 SIAA Publication/External: Financial Services Award, and others. Tammy carries a B.A. from the University of California, San Diego, and an M.B.A. from the Wharton School of the University of Pennsylvania. She holds FINRA 4, 7, 24, 63, and 65 registrations.
Joseph P. Kelly
BSA/AML COMPLIANCE OFFICER
Since 2013, Joseph P. Kelly has served as Dunham’s BSA/AML Compliance Officer. He is also CCO for the Dunham Funds. Joe’s 15 years of financial services experience brings a wealth of knowledge as he manages Dunham’s legal, compliance, and risk management functions. Joe earned a J.D. from Syracuse University College of Law and a B.S. from Xavier University. He holds FINRA Series 7 and 24 registrations.
SENIOR TRUST OFFICER
John Nicholas is Senior Trust Officer for the Colorado Division of Dunham Trust Company. John brings more than a decade of experience to his role in assisting with the administration of personal trusts and estates, investment oversight, and financial planning. John graduated from the University of Memphis with an MBA in Finance. He joined Dunham Trust in 2015.
Nicole Shrive is Trust Officer for Dunham Trust Company. Prior to joining Dunham Trust in 2017, she accumulated over a decade of experience in corporate trustee and estate services. Nicole received her MBA with an emphasis in Finance from the University of Redlands after graduating from the University of Nevada in Reno with a B.A. in Political Science.
Nicole Vance, Esq.
SENIOR ESTATE PLANNING STRATEGIST
Nicole Vance is the Regional Director and Senior Wealth Planning Strategist for Dunham Trust Company. Nicole joined the team in 2012 and now works with clients on trust and estate planning matters, including advanced wealth transfer strategies and asset protection planning. Nicole earned her Juris Doctorate from the University of California, Hastings College of the Law, and holds a Bachelor’s degree in Finance, with high distinction, from the University of Nevada.
Andrew Volpp is a Trust Portfolio Manager for Dunham Trust. Before joining Dunham in 2016, Mr. Volpp spent eight years as a portfolio manager for a family office. He has passed Level I of the CFA Program. Andrew received a B.S. in Business Administration from Georgetown University and received his MBA, with an emphasis in Finance, from University of Nevada, Reno.
Leslie Jamison is the Operations Administrator at Dunham Trust, where she has a hand in many duties, ranging from daily posting of income to accounts to processing of statements and assisting with the Preneed Funeral platform. Leslie joined Dunham Trust Company in 2011 with 20 plus years of investment services experience.
CLIENT SERVICES COORDINATOR
Michelle Pillsbury is the Client Services Coordinator for Dunham Trust and is responsible for assisting Trust Officers in every aspect of account servicing, including: communications, onboarding, bill pay, account maintenance and scheduling. Before joining Dunham in 2018, Michelle spent 15 years in the insurance industry as a life insurance specialist, investment management support and customer care.
Laurie Marthaler is the Office Administrator for the Colorado Division of Dunham Trust Company, where she supports administration of existing client relationships as well as playing a key role in assisting with business development initiatives. Laurie joined Dunham Trust Company in 2017 with several years of client-centric experience in the financial services industry in California and Colorado. Laurie received her B.S. in Business Administration with an emphasis in Finance from California State University Northridge.
Anita Rivers is an Office Administrator for the Colorado Division of Dunham Trust Company, where she supports administration client relationships as well as assisting Trust Officers in every aspect of account servicing, including: communications, onboarding, bill pay, account maintenance and scheduling. Anita joined Dunham Trust Company in 2018 with years of client focus experience in the trust and financial services industry in Illinois and Arizona. Anita received her degree of Bachelor of Business Administration with an emphasis in Finance from Western Michigan University and degree of Associate of Applied Science with and emphasis of Paralegal Studies from Everest College. Anita will complete her Master of Arts with of emphasis of English in December 2018.
Eric Klose is an Operations Administrator at Dunham Trust. Eric has many responsibilities, ranging from processing daily income postings to tax preparation and fee processing. Prior to joining Dunham in 2018, Eric accumulated over 7 years of investment, asset management & accounting experience. Eric received a B.S. in Finance from the University of Minnesota.
Paul Latva is the Administrative Assistant at Dunham Trust Company. He is responsible for scheduling, coordinating client and colleague meetings, maintaining records and databases, hospitality, event planning, and other administrative tasks. Before joining the Dunham team, Paul spent 4 years as an inventory manager and bookkeeper in the retail industry in California.
Welcome to the new Dunham Portal!
There are changes in how you access your account. Please select below which type of user you are for more information.
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