For the past three decades, Don has been immersed in the world of finance. His path began with obtaining a BA in economics from Bucknell University and an MBA with a focus in finance from the University of Michigan. From there, Don began working in the major urban sprawls of Boston, New York, and San Francisco, where he has gained extensive cultural and professional experience. During this time, Don has built a career that has spanned many areas of finance, including commercial banking, international equity sales, futures trading, financial advising, and portfolio management.
A world traveler, Don has citizenship status in the United States, Canada, and the United Kingdom, and studied in Kyoto, Japan. When he isn’t helping clients at Heritage, Don enjoys hockey, hiking, golf, and spending time with his family.
Did you know:
Don once took a 1,500 mile bike trek around Japan.
If you are ready to meet with Don or another on Heritage’s Advisory team to discuss your financial future, schedule a meeting today!