Think Differently - Sal M. Capizzi EVP at Dunham & Associates Investment Counsel Inc. $5B AUA+AUM.

Smart Money Circle

Think Differently With Salvatore M. Capizzi Executive Vice President at Dunham & Associates Investment Counsel Inc. $5B AUA+AUM. Website: dunham.com Bio:Salvatore M. Capizzi is Chief Sales & Marketing Officer of Dunham & Associates Investment Counsel, Inc. (Dunham). Sal is a seasoned industry veteran with over 30 years of financial services experience. He possesses a wealth of expertise in global sales and distribution leadership, marketing, business development and strategic planning. Sal also has substantial experience establishing startups and reengineering companies. He has consistently demonstrated his ability to develop and implement highly successful sales and marketing plans that have dramatically increased assets under management and has identified and developed distribution channels that have substantially contributed to net income.Prior to joining Dunham & Associates, Sal served as CEO/Global Wealth Management for Thomas Lloyd Group, where he was responsible for establishing sales and distribution in Europe and the Americas. He has also served in executive capacities with New York Life Investment Management, BlackRock Funds, Chase Manhattan Bank, and Shearson Lehman Brothers. At BlackRock, he served as Executive Vice President/Managing Director and was responsible for the startup and prominent growth of their mutual fund business. He is credited with developing the retail distribution platform there and substantially growing the complex during his eight-year tenure. Sal received a B.A. in History from Baruch College and holds FINRA Series 6, 7, 22, 24 and 63 registrations.

About Dunham & Associates

Dunham & Associates Investment Counsel, Inc. is an accessible, full-service wealth management firm which has been challenging the industry’s thinking for nearly four decades. The company’s differentiated investment strategies and approaches are designed to strengthen the investment process, relieve investment stress, and secure the best possible outcomes for clients. Financial advisors can utilize Dunham’s client service and asset allocation programs to optimize portfolio management. In addition to concierge back-office support, advisors can work with Dunham to create carefully engineered and well-balanced portfolios using innovative mutual fund strategies. Wherever possible, the compensation of Dunham’s sub-advisors is tied directly to the success of investments, in accordance with the firm’s commitment to accessibility, accountability, and fairness.

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