Robert L. Pancrazi serves as Northeast Regional Director for Dunham & Associates Investment Counsel, responsible for sales, AUM growth, and advisor relationship development across one of the firm's most active territories. He brings 19-plus years of financial services experience across all distribution channels, including prior roles at BlackRock, MainStay Investments, ING Investment Management, and Four Wood Capital Partners. What distinguishes Rob is how far downstream he works. He presents trust solutions directly to advisor clients, their CPAs, and their attorneys — one engagement produced more than $120 million in new assets for a single advisor. During two major market dislocations in 2025, he delivered context and client talking points before advisors had to ask.