Don Bateman, MBA, and Investment Advisor Representative; brings a keen eye for research and trend identification to our Investment Team. As our Investment Portfolio Manager, Don works diligently to ensure our clients are positioned appropriately for their individual goals, and educate our team as well as the clients we have the privilege to serve.
Beginning with a Bachelor of Arts in Economics and Japenese from Bucknell University and then a Masters in Business Administration from the University of Michigan, Don has been immersed in the financial world for the past thirty years. Don has also achieved the FINRA Series 65 License. This experience has allowed him to discern emotions in investors, and realign these with the facts of market trends.
During that time, Don has had a hand in multiple areas of finance including commercial banking, international equity sales, futures trading, financial advising, and portfolio management. Such a breadth of knowledge and experience is further bolstered by the major urban sprawls in which Don has built his career. Before joining the Heritage team, Don worked in New York, Boston, and San Francisco, and has citizenship in the United States, Canada, and the United Kingdom.
Don is passionate about social involvement and invests time in being a part of the community around him. Don is fluent in Japanese and uses his willingness to understand new cultures and people to provide individual attention to each Heritage client.
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!