Dustin serves as a Consultant and Director of Research at Carolinas Investment Consulting (CIC). He enjoys helping clients organize and simplify their lives. He believes in an evidence-based approach to investing that focuses on the things that matter and the things investors can control. In his role as a Consultant, he specializes in working with:
- High performing corporate executives and business owners, including financial and investment professionals
- Non-profit endowments/foundations and corporate retirement plans
In his capacity as Director of Research, Dustin runs the CIC Investment Committee and oversees the process for manager selection, capital markets forecasts, and asset allocation framework. Dustin frequently speaks to professional groups, investment clubs, and continuing education events for CPAs.
Dustin joined CIC in 2015 after eight years at TIAA, where he served as Director of Investment Product management. In this capacity he oversaw the development and management of TIAA Asset Management (now Nuveen) mutual funds and variable annuities.
Dustin holds the Chartered Financial Analyst® (CFA®) professional designation and is a member of the CFA® Institute and the CFA® North Carolina Society. He holds the FINRA Series 7, 63, and 65 licenses. A native of Mooresville, North Carolina, Dustin graduated from College of Charleston, where he was a four-year letterman on the Golf Team and served as Co-Captain his final season. He lives in Charlotte with his wife, Catherine, and two children, Maggie and Charlie. In his free time he enjoys spending time with family, traveling, and golfing.
Dustin is a member and sub-committee chair of the United Way Central Carolinas Young Leaders Council and remains actively involved in College of Charleston’s business school and men’s golf team.