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.