Dustin Brumbaugh, CFA Advisor, CEO/CIO
Two core elements of my job, the market and relationships, are complex and always changing. I love how that dynamism challenges my heart, mind, and biases when providing advice and making investment decisions.
Throughout my entire career, I’ve been researching investments and managing portfolios, which is a passion, but the real joy for me is connecting that expertise and experience with clients through lifelong relationships. In other words, it’s the “why” and the “who” that turn my crank, not the “what.” Life is most fulfilling when I spend my time and energy in a way that is aligned with what and whom I love. I’m grateful to have that alignment in my work.
Dustin’s take on optimism
I believe optimism is a firmly rooted and well-grounded hope and confidence in a brighter future. As it relates to investing, it’s simply a matter of time perspective. While it’s difficult to maintain confidence in a brighter next week or month as markets move over that amount of time, I have immense conviction that a disciplined approach to investing in good assets at reasonable prices will produce a bright future of attractive returns over the long run.
Member and Charterholder, CFA Society of Seattle
B.A., Business Administration, University of Washington
Board Member, Finance Committee Chair,
Agros International
Mentor, School of Business & Economics,
Seattle Pacific University
Volunteer, University District Food Bank
What I love about what I do People would be surprised to learn that The biggest misperception about me Three traits that best describe me At the end of my career, I want to be valued as
In a word, progress. Whether on a personal or larger level, I believe that through a commitment to learning and growing—oftentimes through failure and apparent dead-ends—we can achieve positive forward progress. Even if it’s slow, that’s exciting!
Two core elements of my job, the market and relationships, are complex and always changing. I love how that dynamism challenges my heart, mind, and biases when providing advice and making investment decisions.
I’m a decent swimmer now but I’ve almost drowned three times. For real, someone had to jump in and save me each time.
Because of my process-oriented mind and career as an investor/risk manager, people often see me as analytical, but I’m actually very sentimental. When I hear or see a beautiful story, look at a picture that brings back a flood of wonderful memories, or watch a Coca-Cola commercial, I try to tell Kristi and the kids I just got dust in my eyes–but they know better. And I’m actually glad they know that dad’s a big softie.
Here’s hoping: honest, loving, wise.
In career as in life, I want to be known as someone who achieved excellence while caring for and loving people well.