Don Jr. has over 20 years of investment consulting experience. His team provides investment counsel to over $1 billion of high net worth and institutional client assets. Don leads key clients on all aspects of the investment process, including investment policy, manager search and selection, portfolio design and construction, strategic and tactical portfolio tilts, capital markets review and outlook, and fiduciary issues.
Don earned his Bachelors in Business Administration (BBA) from Stetson University, his Certified Investment Management Analyst (CIMA) designation in conjunction with The Wharton School, University of Pennsylvania, his Certified Investment Strategist (CIS) designation in conjunction with the Stern School of Business, New York University, and his Accredited Investment Fiduciary Auditor (AIFA) designation in conjunction with the Katz Graduate School of Business, University of Pittsburgh. Don also completed the Endowments and Foundations course at The Wharton School, University of Pennsylvania.
Don is an active member of the Investment Management Consultant's Association (IMCA). He has served on the IMCA Certification Committee and on the Advisory Council for Wells Fargo Advisors.
Don is a devoted husband and father of three children and enjoys an active lifestyle including yoga, weight training, USTA tennis, biking, and hiking. Additionally, Don is a beekeeper and an oenophile. He currently serves on the Board of the Rodney Street Tennis & Tutoring Association (RSTTA).