Dustan Zavatsky , CFP®

Dustan is a Principal in the Silicon Valley office of Cerity Partners, specializing in the Wealth Management practice. He focuses on providing tailored investment advisory and comprehensive wealth planning services to high-net-worth individuals, families, and foundations.

A significant area of focus is advising clients with concentrated equity positions and complex compensation structures. He works closely with executives, founders, and employees at both public and pre-IPO private companies to develop strategies around restricted stock units (RSUs), employee stock purchase plans (ESPPs), non-qualified and incentive stock options, and carried interest. His work in this area spans liquidity planning, tax-efficient diversification, and timing strategies designed to help clients maximize after-tax wealth from equity compensation events including IPOs, secondary transactions, and ongoing vesting cycles.

Before joining Cerity Partners, Dustan was a Senior Associate at IndexIQ Advisors, LLC, where he worked on the portfolio management, trading, and capital markets team for the firm’s passive investment funds. Prior to that role, he served as an Analyst alongside the Chief Investment Officer, conducting quantitative research and analysis to support fund strategies and proprietary indices. Dustan began his career at GE Capital.

Learn more about my practice.