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Dustan is a Senior Associate in the Los Altos office. He is a member of the firm’s Wealth Management practice and is responsible for delivering investment and wealth planning services to high-net-worth individuals, families, and foundations.

Prior to joining Cerity Partners, Dustan was a Senior Associate at IndexIQ Advisors working directly with Portfolio Managers on all aspects of portfolio management, trading, and capital markets for the firm’s passive investment funds. He also spent time as an Analyst conducting in-depth analysis for the fund strategies as well as rebalancing of the firm’s proprietary indices.

Dustan received his Bachelor of Science degree in Finance from Johnson & Wales University in Providence, Rhode Island.

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