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

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

16 Minuten

Beschreibung

vor 1 Jahr

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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