Dustin Dhanani has been hired as Director of Wealth Management. His primary responsibility at Aegis will be managing our fee-based planning department and continuing to build out our wealth management platform, while also being an in-house expert for our advisors on the RBC fee-based platform. Prior to joining Aegis, Dustin was Vice President of Portfolio & Wealth Advisory at BBR Partners, a registered investment advisor multi-family office managing over $16 billion for 150+ ultra-high net worth families. At BBR, Dustin’s responsibilities included supporting Portfolio & Wealth Advisory Directors in managing a client’s overall financial picture, including working with clients on day-to-day portfolio management issues and coordinating with external advisors. Previously, Dustin was a Relationship Manager at Equius Partners, a registered investment advisor serving high net worth individuals, families, and retirement plans. Dustin graduated cum laude with a BS in Finance from Alabama A&M University. While at Alabama A&M University, he competed on their Division 1 baseball team.
Robert Eide Aegis’ CEO commented: “By recruiting Dustin as Director of Wealth Management, Aegis highlights our continued commitment to fee-based planning and wealth management services offered to our clients. In today’s highly competitive brokerage environment, we recognize the importance of the value-add that our advisors must provide their clients. In addition to our partnership with RBC Correspondent Services, which provides our advisors access to hundreds of professional investment managers on behalf of their clients, Dustin brings a wealth of knowledge and experience in the registered investment advisor space that will be instrumental in helping our advisors continue to provide best in class service.”
Michael Pata Aegis’ Head of Business Development commented: “With the addition of Dustin as Director of Wealth Management, Aegis continues to expand the scope of our wealth management and advisory presence at the firm. Dustin’s wealth management experience is extensive, and we are excited to have him disseminate his knowledge across our advisor base.”
About Aegis Capital Corporation
Aegis Capital Corporation has been in business for over 35 years and maintains a conflict free service platform catering to the needs of private clients, institutions and corporations. Aegis Capital Corp. was founded in 1984 by Robert Eide, the current CEO and Chairman. Aegis is a premier full-service investment banking firm with over twenty locations and employees stretching across the US. Aegis is able to bring quality service through its primary clearing relationship with RBC Correspondent Services (RBC CS) whose parent company, Royal Bank of Canada (NYSE:RY) is one of the world’s leading diversified financial services companies.
Dustin can be reached on his direct line, (646) 502-2434, or via email at ddhanani@aegiscap.com.