Chris Dunham (Managing Partner - Foreign Nationals & Premium Finance)

Biography

Mr. Dunham is Managing Partner of Passerelle Solutions, a Capitas Partner firm, specializing in international and premium finance insurance structures for affluent families and businesses. He has been a leader in the insurance and financial services industry since 1989, holding various positions from Agent to Senior Vice President for several major companies such as Prudential, Canada Life, Penn Mutual, Aviva, ANICO and Lion Street.  Mr. Dunham specializes in multi-channel distribution via institutions, family offices, law firms, accounting firms and wealth management firms and has extensive knowledge in the advanced sales and finance arena.

Mr. Dunham has been a member of AALU (Association of Advanced Life Underwriters) since 1999 and is a member of the Million Dollar Round Table at its highest level, Top of The Table. He holds the FINRA Series 7 and Series 24 securities licenses. Mr. Dunham is a serial investor in several businesses and supports multiple charities. 

Passerelle Solutions

Passerelle Solutions is a leading insurance advisory firm with offices in Miami, Charlotte, and Chicago. Passerelle caters to private clients, professional advisors, and institutions delivering creative solutions through the discreet Passerelle client experience. The firm manages a portfolio consisting of $8.7B in structures and $4.5B in loans.

Capitas Financial

Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.