Join Us For Our...

Town Hall with Don Calcagni, Chief Investment Officer

Please join your Mercer Advisors | Kanaly Trust team for light hors d’oeuvres, refreshments, and a discussion on the economy, financial markets, and investment strategy.

Date: Wednesday, May 1, 2019

Location: Mercer Advisors | Kanaly Trust Office

10th Floor Reception Area
5555 San Felipe Street
Houston, TX 77056

Click here for directions

Time: 2:00 pm – 4:00 pm

Parking: Follow signs to Visitor Parking. Tickets will be validated.

Please contact Sandra Mitchell at [email protected] or 281.846.2530  with any questions you may have.

The Mercer Advisors | Kanaly Trust team looks forward to seeing you there!

Please RSVP by April 26th

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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