Don joined Seventy2 Capital in 2020 after ten years as a Senior Financial Advisor and Vice President with Merrill Lynch Wealth Management. Prior to that, he was a Vice President of Providence Group, a private equity firm located in New York. This experience allows him to understand clients whose needs may vary and range from traditional investments, alternative investments, and liability management to charitable giving and insurance. He prides himself on helping good people make smart financial decisions.
Many of his clients are corporate executives, business owners and families with multigenerational wealth who have complex financial needs but little time to manage their money on their own. He is committed to providing them with extraordinary service and value that goes beyond their investment portfolio. As a result, he believes it is important to maintain a lower client to advisor ratio, communicate regularly and stay on top of their financial priorities.
Don is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation which is bestowed by the College for Financial Planning. Don earned a Bachelors in Business Accounting from Hofstra University and is a member of their alumni association. Don is a Board Member of the Abilities Network, an Eagle Scout and is an active volunteer within the National Pike District Boy Scouts of America.
Don has participated in a number of endurance events and is an avid outdoorsman who enjoys golf, tennis, hiking, and skiing.