Client Advisory

Biography

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

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 the fund strategies and proprietary indices. Dustan began his career at GE Capital.

Education

  • B.S. in Finance, Johnson & Wales University

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Member of the Financial Planning Association

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