Don has extensive experience in a broad range of wealth management areas. Since 1996, Don has been providing investment counsel to high net worth individuals, corporate executives and family business owners. In consulting clients on their investment portfolios, Don takes into consideration their retirement, tax and estate planning goals.
As a Founding Partner of Altair Advisers, Don’s role includes client service and business development. Don had the additional responsibility of serving as Altair’s Finance Director for our first three years due to his tax expertise as a CPA and outstanding analytical skills. He is also a member of Altair’s Alternative Investment Committee.
Prior to forming Altair, Don was a manager in Arthur Andersen’s Private Client Services practice, serving as an investment counselor and financial planner.
Don is a Certified Public Accountant and is a CERTIFIED FINANCIAL PLANNER™ certificant.
Don graduated with honors in Accounting from DePaul University. Don is a member of DePaul University's Accounting Advisory Board and St. Viator's School Board. He is also a Big Shoulders Auxiliary Board member.
It was at Don’s suggestion that the firm call itself Altair, after one of the brightest stars in the summer sky.
Don and his wife Tina reside in Chicago’s Southport Corridor neighborhood.