Don is currently CEO of Palladiem Partners. Palladiem Partners, L.P. is an independent, employee owned investment advisory firm that provides customized investment strategies and services. Don draws upon more than thirty years of experience in the investment advisory and management business. Don was most recently CIO of Lockwood Advisors, Inc. (an affiliate of Pershing LLC, a BNY Mellon company), where he managed a team of 30 investment professionals with fiduciary responsibility for more than $13 billion in client assets. Don combines strong communication and analytical skills with an established track record of delivering superior risk-adjusted returns to financial intermediaries and end–investors.
|CQA Fall 2000||Tax Sensitive Investing||Lockwood|