Dunham
Salvatore M. Capizzi, CEPA has a wealth of experience in various leadership roles within the financial industry. Salvatore M. served as the Chief Sales & Marketing Officer/Executive Vice President at Dunham & Associates, where they revitalized and expanded the firm's TAMP program, mutual fund, and Trust Company business. Prior to that, they were the CEO/Global Wealth Management of ThomasLloyd Group, where they successfully established sales and distribution in Europe and the Americas. Salvatore M. also worked at New York Life Investments as the Executive Vice President/Retail Sales, where they reengineered relationships within the asset management group, resulting in a significant increase in internal sales. Mr. Capizzi was the Executive Vice President at BlackRock Financial Management, responsible for starting up and growing mutual funds in the wirehouse distribution channel. Salvatore M. began their career at Shearson Lehman Brothers as the Senior Vice President/National Sales Manager/Mutual Funds.
Salvatore M. Capizzi, CEPA, holds a BA in History from Baruch College. Salvatore M. also obtained a certification as a Certified Exit Planning Advisor (CEPA) from the Exit Planning Institute. In addition, they have certifications in Series 7, 24, 63, and 65 from FINRA. Salvatore M. also attended The Wharton School, where they completed The Securities Industry Institute® (SII) program.
Dunham
In 1985, Dunham & Associates Investment Counsel Inc., (“Dunham”) was founded with the uncommon idea that fees paid by clients should be tied, in some way, to the performance of the investments they own. Today, Dunham and its affiliate Dunham Trust Company (“DTC”) have grown to become a multi-billion dollar firm, but we are still driven by the values of fairness and accountability that the firm was founded on more than three decades ago. Important Disclosure: Dunham & Associates Investment Counsel Inc., reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Dunham & Associates Investment Counsel Inc. will not accept purchase or sale orders via LinkedIn or its messaging systems. Dunham & Associates Investment Counsel Inc. is not responsible for content posted by third-parties. Statements and messages for US residents only and subject to the following terms; https://www.dunham.com/. Dunham & Associates Investment Counsel, Inc. offers access to trust services through Dunham Trust Company, an affiliate of Dunham. Dunham & Associates Investment Counsel, Inc. is a Registered Investment Adviser and Broker/Dealer. Member FINRA/SIPC. Third-party posts found on this profile/page do not reflect the views of Dunham & Associates Investment Counsel, Inc. (“DAIC”). They have not been reviewed by DAIC as to accuracy or completeness.