Director of Option Trading Strategies & Hedging
As Director of Option Trading Strategies and Hedging, Dustin utilizes his 20+ years of investment management, banking and lending experience to better understand the needs of clients to preserve and protect their wealth.
He entered the financial industry in 1996 with Fifth Third Bank as a Branch Manager Officer where he spearheaded training for the underwriting of residential loans. Later moving to Banc One Investments to head up the investment securities section for the Northwest Indiana market as Investment Manager. In 1999, he helped form Mortgage Executives LLC, a full residential and commercial lending broker serving Indiana and Florida where he served as President. Under his leadership Mortgage Executives LLC grew to 6 locations with over 40 employees. While there he also served as president of the National Mortgage Brokers Association of Indiana.
Upon his move to Nashville in 2009, Dustin worked with Merrill Lynch as a Private Wealth Advisor helping high net worth families by managing their investment portfolios and any exposure to alternative investments. Later he would help start a Family Office in Belle Meade, TN serving as lead portfolio manager for several leveraged and options strategies.
Dustin is currently responsible for managing the options portfolios in the 576 family of funds as well as other hedged accounts at HMS Capital.
Originally from Valparaiso Indiana, he now resides in Murfreesboro TN with his wife and two children. He serves on the Administrative Deacon committee at North Boulevard Church of Christ and is a supporter of Compassion International Charity.
- Options & Portfolio Hedging Manager
- Worked with ultra-high-net-worth families
- Financial & Estate Planning
- Risk Management
- Family Office