For the second year in a row, Markets Group named Donald Calcagni a top CIO on their annual Elite Private Wealth CIOs list, recognizing his excellence in guiding investment strategy, asset allocation, and portfolio construction.
Under Donald’s leadership, the investment team helps our advisors develop sophisticated portfolios based on the unique needs of each client. Our evidence-based portfolios combine the best of both worlds — needs-based personalization with data-driven, institutional-scale investing to create a customized portfolio that suits each client.
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