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Town Hall with Don Calcagni, Chief Investment Officer

Please join your Mercer Advisors team for hors d’oeuvres, beer, wine, and a discussion on the economy, financial markets, and investment strategy.

Date: Wednesday, June 10, 2019

Location: Omni Interlocken Pavilion – 500 Interlocken Blvd, Broomfield, CO 80021

Click here for directions

Time: 5:30 pm – 8:00 pm

Parking: Complimentary valet parking will be available.

Beer, wine, and hors d’oeuvres will be served.

Please RSVP by June 4th.

Please contact Maeve Schmid at [email protected].com or 720.805.3715 with any questions you may have.

The Mercer Advisors Boulder and Denver teams looks forward to seeing you there!

Please RSVP by June 4th.

Donald Calcagni, CFP®, MST

CHIEF INVESTMENT OFFICER

As Chief Investment Officer, Don’s primary responsibilities include setting the strategic direction of the firm’s investment offerings, stewarding the firm’s assets under management, and acting as firm liaison to clients and institutional partners alike. He is an expert in the areas of financial mathematics, corporate finance, portfolio management, and taxation. A renowned thought leader, Don produces the CIO Forum, a weekly market outlook and commentary that explores markets, economic developments, and other issues impacting client portfolios. He also serves on the editorial board of the Journal of Financial Service Professionals and as Adjunct Professor of Taxation at Widener University. Don earned his MBA in Finance from The University of Chicago and his Masters in Taxation from Widener University.

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