Dustin Cali, CFP®, EA
Private Wealth Advisor | Founding Partner
Team
Dustin Cali and Daniel Ventura
co-founded Praetego Private Wealth after a decade of working together in the Private Client Group at J.P. Morgan.
As they gained the experience of serving the needs of the bank’s highest net worth clients, they recognized the limitations of what they could offer and proactively sought a solution to deliver better outcomes for their clients: independence as a wealth management firm.
Praetego represents the culmination of a shared vision at the onset of their partnership and subsequent friendship. Early on, Dustin and Daniel recognized in each other an insatiable thirst for knowledge and expertise, which led to them pursuing and earning top industry credentials.
Their business relationship and personal friendship have been built on their strong moral compass, their unwavering desire to always do what’s right for their clients, and their passion to help people navigate the financially complex issues they face.
In addition to our own services, we work with key resource partners to provide enhanced solutions for our clients.
Our Custodian
We have selected BNY Mellon | Pershing as our custodian. Serving more than seven million investor accounts worldwide, Pershing is owned by BNY Mellon, which is the longest standing operating bank in the U.S., surpassing 235 years. With over $47 trillion in assets under custody and/or administration, BNY Mellon is the largest custodian in the world by a significant margin. Pershing is an industry leader providing clearing and custody services in 65 global markets.
Our Partner
Praetego Private Wealth is a partner firm of Sanctuary Wealth, an advanced platform for elite independent advisors. Sanctuary provides all-encompassing operational and technological support in an ecosystem of Partnered Independence. Through Sanctuary, we are able to access an array of proprietary and non-proprietary investment vehicles and unbiased options, including unique opportunities available only through the Sanctuary Wealth network of partner firms.
