Chief Investment Officer
MBA, MST, CFP®, AIF®
As Chief Investment Officer, Don is responsible for setting the strategic direction of the firm’s investment platform, chairing the firm’s investment committee, overseeing all investment-related communications, and the prudent stewardship of the firm’s assets under management. His expertise is in the areas of fiduciary oversight, economics, 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. He’s frequently interviewed by Bloomberg, The Wall Street Journal, CNN Business, MarketWatch, and US News & World Report. In addition to his professional activities, Don also served as an Adjunct Professor at Widener University and as a Guest Lecturer at the University of Colorado at Boulder. Don earned his MBA from The University of Chicago Booth School of Business and his Master’s in Taxation from Widener University. Don is a CERTIFIED FINANCIAL PLANNER™ professional, and has also earned the Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies (Fi360).
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All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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