Leadership Team

MEET JEFFREY

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. See Full Bio CLOSE
MEET ANN

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. See Full Bio CLOSE
MEET DENISE

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. See Full Bio CLOSE
MEET HELMUT

Helmut Boisch

CHIEF OPERATING OFFICER

Helmut Boisch is the Chief Operating Office of Dunham & Associates Investment Counsel, Inc. (Dunham). Prior to joining the firm in 2022, Helmut served in a variety of roles including Global Head of Vendor Management for Allianz Global Investors with a team located in Frankfurt, Munich, New York, and San Diego. Helmut carries a B.A. from Rutgers University in New Jersey with a double major in Economics and German. He has a FINRA Series 7 license and is a military veteran of the US Armed Forces. See Full Bio CLOSE
MEET VIKTORIA

Viktoria Palermo

BSA/AML COMPLIANCE OFFICER

Viktoria Palermo is Chief Compliance Officer for Dunham & Associates Investment Counsel, Inc. and the Dunham Funds. She also serves as BSA/ AML Compliance Officer for Dunham Trust Company. With over 16 years of industry experience, Viktoria has a strong background in compliance, supervision and overall operations of the Broker-Dealer and Investment Adviser. Viktoria holds the FINRA Series 24, 7, 51, 4, 66 and 63 registrations. See Full Bio CLOSE
MEET NICOLE

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. See Full Bio CLOSE
MEET DANIEL

Daniel Sands, CFP®

TRUST PORTFOLIO MANAGER

Daniel Sands is the Trust Portfolio Manager for Dunham Trust Company (DTC). He is responsible for the day-to-day management of portfolio assets for DTC and works in concert with the Dunham & Associates Investment Counsel (DAIC) Analyst team. Daniel provides wealth management, portfolio implementation, and investment oversight using a consultative approach incorporating existing financial advisors and DTC Trust Officers. He reviews and analyzes investment programs, asset allocations, and investment goals to help achieve desired results for all stakeholders. See Full Bio CLOSE
MEET NATALIE

Natalie Miller

TRUST OFFICER

Natalie Miller serves as Trust Officer in the Colorado division of Dunham Trust Company. Natalie leads the Colorado team in all aspects of administration, from daily operations and processing financial tasks, to complex and sometimes sensitive decision making regarding best interests of beneficiaries and trust assets. Natalie's longstanding career in trust provides an unparalleled perspective as to how to best balance interests and find the fair and proper result for the families we serve. See Full Bio CLOSE
MEET KAREN

Karen Tabakman

TAX SPECIALIST

Karen Tabakman is a Tax Specialist at Dunham Trust Company. She is an integral part of the tax team and helps support the operations department. Karen has 10 years of tax experience and joined Dunham Trust Company in 2021 as an Enrolled Agent that specializes in Taxation. CLOSE
MEET DAVID

David Osgood

SENIOR TRUST OFFICER

David Osgood is a Trust Officer for Dunham Trust Company in Reno, Nevada, and is responsible for administering trusts and overseeing investment. David works closely with clients, financial advisers, and other personnel on trust and estate matters. Prior to joining Dunham Trust, David started his career with Capital Group Companies, where he worked as a Trust Officer. Most recently, David worked with an investment banking firm securing venture capital funding for several up-and-coming companies. See Full Bio CLOSE
MEET ROBERT

Robert Ansara

TRUST OFFICER & ESTATE ADMINISTRATOR

Bob Ansara joined Dunham Trust Company (DTC) in 2020 after the company he founded in 2003 was acquired by DTC. He leads the Southern Nevada team in estate settlements, trust administrations, receiverships, and special fiduciary appointments. Bob came to Dunham with a 50+ year business background including abundant experience dealing with fiduciary services, people, finances, construction, and hospitality. See Full Bio CLOSE
MEET MICHELLE

Michelle Pillsbury

TRUST ASSOCIATE

Michelle Pillsbury is a Trust Associate for Dunham Trust Company, responsible for leading and managing a variety of trust relationships and estate settlements as lead officer as well as assisting trust officers in all aspects of administration. Michelle also coordinates business development efforts and our discretionary trust committee procedures, including organization of new trust acceptances and distribution and investment submissions for approval. Before joining Dunham in 2018, Michelle spent 15 years in the insurance industry as a life insurance specialist performing investment management support and customer care. CLOSE
MEET EMILY

Emily Hancock

TRUST OFFICER

Emily Hancock is a Trust Officer for Dunham Trust Company in Reno, Nevada, and is responsible for managing and administering trust accounts as well as handling guardianship and care management accounts. Emily develops personal relationships with clients and their support networks to facilitate the best possible outcome for their planning needs. Before joining Dunham Trust Company, Emily worked in private practice as a partner at Hancock and Cavallera, PLLC. She had a robust estate planning practice that included special needs trusts and probate, guardianship, Medicaid, and end-of-life planning. Emily also spent five years with Washoe County Senior Law Project. She provided legal service to low-income seniors and served as the court-appointed attorney for clients facing guardianship. She also founded and ran a non-profit dedicated to promoting education about Supported Decision Making in Nevada. Emily is a graduate of the University of Colorado, Boulder, and earned her Juris Doctorate from the University of Seattle School of Law with Cum Laude distinction. She is a member of the State Bar of Nevada, State Bar of California, and the Washoe County Bar and is licensed to practice law in Nevada. CLOSE
MEET ELENA

Elena Rodriguez

OPERATIONS MANAGER

Elena Rodriguez is the Operations Manager for Dunham Trust Company and is responsible for managing tax matters, asset transition and oversight, compliance execution, audit and regulatory practices, and providing leadership and support to our operations team. Elena joined Dunham Trust Company in 2019 with over 15 years of financial experience in the retail, consumer products, and biotech industries. In her prior position as operations manager for the Northern California division of an employee benefits broker, Elena was responsible for day-to-day accounting and finance functions, reporting, and process improvements. CLOSE
MEET PAUL

Paul Latva

OFFICE & COMMUNICATIONS COORDINATOR

Paul Latva is the Office & Communications Coordinator for Dunham Trust Company. He is responsible for office management, coordinating client and colleague conferences, event planning, personnel travel, and overseeing the production and branding of marketing collateral. Paul brings a decade of management and customer service experience to the administration. He joined Dunham Trust Company in 2017. CLOSE
MEET YVONNE

Yvonne Funk

OPERATIONS ADMINISTRATOR

Yvonne Funk is an Operations Administrator at Dunham Trust Company. She plays a key role in supporting the operations team and is responsible for asset reconciliation, cash balancing, and transaction review. Yvonne received her B.S. in Business Management from the University of Nevada, Reno. CLOSE
MEET LESLIE

Leslie Jamison

OPERATIONS ADMINISTRATOR

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. CLOSE
MEET CHRISTINA

Christina Shadle

OPERATIONS ADMINISTRATOR

Christina Shadle is an Operations Administrator at Dunham Trust Company. Christina brings over 20 years of experience in the customer service industry to her role. She is responsible for assisting the operations team in all day-to-day functions. Christina joined Dunham in 2019. CLOSE
MEET KELLY

Kelly Ann Draper

PROPERTY SPECIALIST

Kelly Ann Draper services as the Property Specialist for Guardianship Services of Nevada, a division of Dunham Trust Company. She is responsible for overseeing operations related to real and personal property. Kelly Ann brings over a decade of customer service experience to the administration. In 2008, Kelly Ann earned her Associates Degree from Truckee Meadows Community College in Reno. CLOSE
MEET JESSIE

Jessie Hymes

TRUST INVESTMENT ASSOCIATE

Jessie Hymes is the Trust Investment Associate at Dunham Trust Company, where she works closely with our portfolio manager to implement investment goals for clients. She manages alternative investments, private equity relationships, asset transitions, and assists in investment reviews and changes. Jessie joined Dunham in 2020 after graduating Cum Laude with both a Bachelor’s in Finance and a Bachelor’s in Integrated Strategic Communications from the University of Kentucky. CLOSE
MEET MATT

Matt Kindell

TRUST ASSOCIATE

Matt Kindell is a Trust Associate for Dunham Trust Company in Las Vegas, Nevada. He is responsible for leading and managing a variety of trust relationships and estate settlements. Additionally, he provides trust administration support to other officers and associates. Matt works closely with clients to ensure that they receive highly personalized service, helping them build a legacy that lasts generations. Prior to joining Dunham Trust Company, Matt worked as Escrow Team Lead with Prime Trust. There, he oversaw the processing of over one billion dollars in funds monthly. Matt has a Bachelor’s degree in Economics from the University of Nevada, Reno. He enjoys rock climbing and spending time outdoors in the mountains. Matt also enjoys traveling and is always planning his next trip. CLOSE
MEET ALEX

Alex Moreland

ADMINISTRATIVE ASSISTANT

Alex Moreland is the Receptionist for Dunham Trust Company. She is responsible for directing incoming calls, providing hospitality for clients and colleagues, and supplying administrative support to the entire staff. Prior to joining Dunham, Alex spent over six years in the customer service industry as Printing Supervisor for an office supply chain. CLOSE
MEET DIANE

Diane Sirokman

ADMINISTRATIVE ASSISTANT

Diane Sirokman is the Administrative Assistant for the Colorado branch of Dunham Trust Company, responsible for assisting staff in day to day functions. Before joining Dunham Trust Company in 2019, Diane spent over two decades as an administrator in the Recruitment and Engineering industries. CLOSE
MEET CINDY

Cindy Garcia-Ramirez

TRUST ASSOCIATE

Cindy Garcia Ramirez is the Administrative Assistant for Dunham Trust Company in Las Vegas, Nevada. She is responsible for assisting staff with day to day operations, and case management. Cindy brings a valued customer service background to the administration. She is currently studying for her BA in Business Administration and Accounting. Cindy Joined Dunham Trust Company in 2020. CLOSE
MEET JEFFREY

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. See Full Bio CLOSE
MEET ANN

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. See Full Bio CLOSE
MEET DENISE

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. See Full Bio CLOSE
MEET TOMMY

Tommy Tucker

BOARD MEMBER

Tommy Tucker serves as a member of the Board of Directors of Dunham Trust Company. Prior to his retirement in 2012, Mr. Tucker served as president of Dunham Trust Company for 12 years and has over 26 years of trust administration experience. Mr. Tucker has a reputation for placing the highest emphasis on client service. He is a former president of the Reno Estate Planning Council and is active in several civic and charitable organizations. Mr. Tucker carries a B.A. from Knox College and an M.A. from Pacific Coast Banking School, Trust Division. In addition, Mr. Tucker completed coursework in a variety of trust-related areas, including Fiduciary (1041), Gift (709), and Estate Tax (706) preparation and filing. Mr. Tucker has held FINRA series 6 and 63 registrations, plus licenses to sell life and health insurance as well as real estate. CLOSE
MEET DAVID

David Robertson

BOARD MEMBER

David Robertson serves as a member of the Board of Directors of Dunham Trust Company. Mr. Robertson has over 30 years of experience as an attorney practicing law in both Nevada and California in the areas of trust administration and litigation. He has also served as trustee or co-trustee for numerous large trust estates. He is the Managing Shareholder of Robertson, Johnson, Miller & Williamson, with offices in Reno and Las Vegas, Nevada. Mr. Robertson is Chairman and former president of the Western Trial Lawyers Association. He is also actively involved with multiple charitable organizations and churches. Mr. Robertson received his Juris Doctor degree with honors from the University of San Diego School of Law, where he was both a Law Review Editor and on the Moot Court Board. Following law school, he clerked for the Senior Nevada Federal District Court Judge Bruce R. Thompson. Thereafter, Mr. Robertson conducted approximately 100 jury trials with a success rate of over 90%. He then became General Counsel for the Squaw Valley Ski Corporation and was a member of its Board of Directors for over a decade. He is now semi-retired as a practicing attorney and primarily focuses on mentoring young lawyers. CLOSE
MEET SHAWN

Shawn Young

BOARD MEMBER

Shawn Young serves as a member of the Board of Directors of Dunham Trust Company. She is the CFO of Lone Peak Holdings, LLC, a single-family office in San Francisco, and has worked in the single-family office space for several years. Ms. Young has previously served as Controller or CFO of Mutual Fund and Hedge Fund companies as well as Partner in Public Accounting firms, and is active in community organizations. She earned a B.A. from University of California at Santa Barbara and is a California licensed CPA. Ms. Young has previously held FINRA Series 27 and 66 registrations. CLOSE
MEET MICHAEL

Michael J. Torvinen

BOARD MEMBER

Mr. Torvinen has been licensed as a CPA for nearly 35 years. He has worked for a national CPA firm, as well as held numerous positions, including CFO, for various governmental agencies in Nevada. This includes the Nevada Department of Health and Human Resources and the Nevada Department of Administration. Mr. Torvinen has also been extensively involved in Nevada’s legislative process. He served on the board of the Nevada Public Employees Benefit Program, the Nevada College Savings Program, and the Greater Nevada Credit Union. He currently serves on the Executive Committee and Finance Committee of the Reno Rodeo Association. Mr. Torvinen is a member of the American Institute of Certified Public Accountants. He received his Bachelor of Science in Accounting from the University of Nevada. CLOSE

TALK WITH DUNHAM TODAY!

CONTACT US
x