Parkwoods Wealth Partners is pleased to welcome Dustin Meyer, CFP® as Head of Portfolio Management and Trading Operations – a role focused on translating our investment philosophy into disciplined, day-to-day execution for clients.
Parkwoods is scaling, and the stakes for operational excellence are rising. “Operational excellence is central to delivering for clients at every stage,” said Al Sears, Chief Executive Officer. “Dustin brings the steady leadership and process discipline that help turn our investment philosophy into consistent execution.”
From Evidence to Execution
Our investment strategy is evidence-based – trading is where the research meets reality. With two decades in investment management, Dustin will lead Parkwoods’ trading function and portfolio implementation, refining workflows, overseeing best-execution practices, and advancing cost- and tax-aware rebalancing. “Dustin’s approach will enhance how we implement portfolios across diverse client situations,” said Bob French, CFA, Chief Investment Officer and Head of Marketing.
Building a Platform That Lasts
Reliability and control are core to a firm designed for the long term. “As we build a firm designed to last, reliability and control matter,” noted Ed Edwin, Chief Operating Officer and Co-Founder. “Dustin’s experience leading trading teams and improving systems will strengthen our platform and the client experience.”
A Partner to Advisors and Clients
The trading desk is an extension of the advisor–client relationship. “Advisors need responsive partners who understand client context,” added Chris Gardner, Head of Advisory. “Dustin’s team-first mindset and service orientation will make our advisors – and their clients – better off.”
About Dustin Meyer, CFP®
Dustin joins Parkwoods from Focus Financial Partners, where he served as an Investment Trading Manager overseeing trading associates and portfolio management within an evidence-based framework. Earlier in his career, he held institutional consulting roles at Hammond Associates, Mercer Investment Consulting, and Summit Strategies. He earned an MBA from Webster University in St. Louis, a BS in finance and economics from Illinois College, and the CFP® certification in 2023.
In Dustin’s Words
“I’m excited to help Parkwoods turn investment conviction into consistent, tax-smart execution – so clients experience the benefits of a disciplined process every day,” said Dustin Meyer, CFP®.
