Growing up as a doctor’s son, Don watched his father’s compassion with patients. Now, he practices the same caring manner with his planning and wealth management clients. The result is a 21-year career distinguished by his belief that
the well-being of his clients comes first.
Donald joined UBS in 2013, bringing broad financial planning knowledge and special insight into retirement and education planning, as well as portfolio management. At Smith Barney, Morgan Stanley and now UBS, Donald focuses on each client’s goals and risk tolerance. With the strong belief that these two factors need to mesh just right for each client to have a successful investment experience, Don works hard to strike the right balance. Developing the relationships to help find this balance, and educating his clients along the way, is what Don most enjoys about being a financial consultant.
Don graduated from Skidmore College with a B.S. in accounting, and he earned an M.B.A. from Fordham University. He serves in several lay-leadership roles with Jewish Federation of Greater Metrowest and the Healthcare Foundation of New Jersey. Don and his wife Joanie have lived in Westfield, NJ for 20 years. When their schedule allows, they love spending time in Colorado, as they are avid skiers and hikers. Don also enjoys yoga, tennis and taking his boys to concerts (while they will still let him).
Registered States:
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI