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. He is an expert in the areas of financial mathematics, corporate finance, portfolio management, and taxation.

A renowned thought leader, public speaker, and writer, Don provides regular commentary and insight into 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. Additionally, he earned his CERTIFIED FINANCIAL PROFESSIONALTM designation from the CFP® Board of Standards, the QPA designation from the American Society of Pension Professionals and Actuaries, and ERPA designation from the Internal Revenue Service.

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