MBA, MST, CFP®, AIF®
Chief Investment Officer
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, he 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. He's 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), and the Enrolled Retirement Agent (ERPA) from the Internal Revenue Service.