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Jeffrey A. Dunham
Chairman
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Jeffrey A. Dunham is Founder, President and CEO of Dunham & Associates Investment Counsel, Inc., a wealth management firm based in San Diego, California. Mr. Dunham is also Chairman and CEO of Dunham Trust Company based in Reno, Nevada, and serves as a Trustee, Chairman, President, and Principal Executive Officer for the Dunham Funds. Mr. Dunham’s investment expertise spans over 30 years, including building a private client book of business with high net worth and ultra high net worth clients.
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 altered his business model to one that allows Financial Advisors to invest in Dunham Funds on behalf of their clients. Other innovations include creating a performance-fee based advisory wrap platform and a Nevada-based trust company that is designed specifically to work with Financial Advisors and their clients. In addition, Mr. Dunham has extensive experience in real estate investing and has managed private placement funds for investors.
Mr. Dunham earned a B.S. degree in Business Administration with an emphasis in Finance from San Diego State University. He holds FINRA Series 3, 4, 7, 24, 53, and 63 registrations.
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Tommy L. Tucker
President and Chief Trust Officer
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Tommy L. Tucker is President and Chief Trust Officer for Dunham Trust Company and serves as a director. Mr. Tucker joined the company in April 2000 and has over 26 years of trust administration experience with a reputation for placing the highest emphasis on client service. He has worked for several financial institutions in Reno and Las Vegas, Nevada and in Oregon. Mr. Tucker earned a BA at Knox College and holds a MA from Pacific Coast Banking School, Trust Division. In addition, Mr. Tucker has completed coursework in a variety of trust-related areas, including Fiduciary (1041), Gift (709) and Estate Tax (706) preparation and filing. He is a former president of the Reno Estate Planning Council and is active in several civic and charitable organizations. Mr. Tucker has held FINRA series 6 and 63 registrations, plus licenses to sell Life and Health Insurance and Real Estate.
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Kevin P. Mooney
Trust Development Officer
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Kevin P. Mooney is Trust Development Officer for Dunham Trust Company. Prior to joining Dunham Trust Company, Mr. Mooney served as Executive Vice President and Director of Sales and Marketing at JagenTM Investments responsible for business development. Previously, Mr. Mooney was responsible for investment and personal trust sales on the west coast for a Delaware trust company. He also spent several years as a wealth management advisor for 1st National Bank of Nevada, creating and implementing investment plans for bank clients.
Mr. Mooney has 13 years of experience in the financial services industry including advanced investment, tax, trust and estate planning to help provide solutions to financial advisors and their clients.
Mr. Mooney has a Bachelor of Science degree from the University of Massachusetts Amherst and holds a FINRA Series 65 license.
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Denise S. Iverson, CPA
Chief Financial Officer
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Denise S. Iverson, a Certified Public Accountant, is Chief Financial Officer of Dunham & Associates and its affiliates, including Dunham Trust Company. She also serves as Treasurer and Principal Financial Officer for Dunham Funds. Before joining Dunham & Associates, Ms. Iverson worked in banking, serving as Executive Vice President, Strategic Planning; Chief Financial Officer; and Controller. Prior to that, she worked in public accounting. She has over 27 years of banking, financial, and executive management experience and is responsible for the overall corporate finance and accounting functions. Ms. Iverson graduated summa cum laude from San Diego State University with a BS in Business Administration/Accounting. Ms. Iverson holds FINRA Registered Financial and Operations Principal, Series 27 registration.
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Shanna Coressel
Trust Officer
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Shanna Coressel is a Trust Officer at Dunham Trust Company. She has over 20 years of experience in the financial services industry, including 13 years in varying facets of Personal Trust. In addition to earning an Associates Degree in Business Administration, she holds a Bachelors Degree in Paralegal Studies. Ms. Coressel has completed several courses through the Institute of Financial Education, is a graduate of the American Bankers Association National Graduate Trust School, and is a Certified Trust and Financial Advisor. Ms. Coressel has been active in and served on numerous boards for charities and civic organizations.
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Derek Bruno
Senior Analyst and Portfolio Manager
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Derek Bruno is Senior Analyst and Portfolio Manager with Dunham Trust Company. He is responsible for managing client accounts and conducting research on seven separate investment strategies. Mr. Bruno joined affiliate Dunham & Associates Investment Counsel, Inc. in 2005 as an investment analyst and trader. Bringing over 12 years experience to Dunham, he previously served as supervisor of retirement services at CUSO Financial Services LP in San Diego, worked with a market maker at Peacock, Hislop, Staley & Given, Inc., in retirement plans at Lincoln Trust Company (formerly First Trust), and with high net-worth clients at American Century Investments. Mr. Bruno is a Penn State graduate with a BA in Political Science and holds FINRA Series 4, 6, 7, 24, 63, 65 registrations.
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George E. Aker
Business Development Officer
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George Aker serves as a member of the Board of Directors for Dunham Trust Co. and is active in business development in Nevada. He has 45 years of banking and finance experience in commercial banks with trust departments, colleges, and national organizations. He holds a BA. from St. Olaf College in Economics and an MBA in Finance from the University of Chicago Graduate School of Business. His most recent experience was as Chairman of the Board of Directors of Adagio Trust Co. which was merged into Dunham Trust in 2009.
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Jacqueline Miller
Operations Manager
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Jacqueline Miller is the Operations Manager for Dunham Trust Company. Before joining Dunham Trust Company, Ms. Miller has over 16 years trust experience with Adagio Trust Company and Chase Manhattan Bank Trust and Special Assets Operations. Ms. Miller has a BS in Business Management and Finance from Sacred Heart University in Fairfield, Connecticut. Ms. Miller has also completed coursework in Fiduciary Operations, Ops & Systems Contingency planning, and Trust Audit and Compliance.
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Rachel Byrne
Operations Administrator
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Rachel Byrne is an Operations Administrator for Dunham Trust Company. She assists in the daily processing of back office operations. Ms. Byrne came to Dunham Trust in 2008 after spending three years in Banking Operations where she specialized in Fraud Detection and Prevention. She also has an extensive background in Sales and Service. Mrs. Byrne is currently pursuing her BA in Business Administration.
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