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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 platform, the prudent stewardship of the firm’s assets under management, and overseeing all investment-related communications. He also chairs the firm’s Investment Committee and oversees all portfolio construction and manager due diligence efforts. His expertise is in the areas of financial mathematics, portfolio management, corporate finance, and taxation.

A renowned thought leader, public speaker, and industry commentator, Don is regularly interviewed by the news media and financial press on a variety of economic and market-related matters. In addition to his professional activities, Don also serves on the Advisory Board of Institutional Investors RIA Institute, the editorial board of the Journal of Financial Services, and the Finance Advisory Board of Widener University.

Don earned his MBA from the University of Chicago and his Masters in Taxation from Widener University. Additionally, he earned the CERTIFIED FINANCIAL PLANNERTM certification from the CFP® Board of Standards, Inc, the QPA designation from the American Society of Pension Professionals and Actuaries, and ERPA designation from the Internal Revenue Service.

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