As part of the Private Wealth Management Consulting Services Team, Don manages the firm’s Corporate & Executive Services offering. Don oversees a suite of corporate and executive services capabilities, working closely with wealth advisors and clients on the implementation of 10b5-1 programs and risk management solutions for concentrated stock positions.
Don joined William Blair in 2017 and previously worked at The Ayco Company (Goldman Sachs) helping align estate planning, company benefits, taxes, risk management, and investments for Fortune 1,000 executives. He has more than 17 years of capital markets experience, spanning both private wealth management and institutional investment services.
Don is Chartered Financial Analyst. He graduated from State University of New York with a B.A. in economics. Don spends his free time visiting family and friends in upstate New York, and competing in Ironman triathlons across the country.
Year William Blair was founded
Independent and employee-owned
Companies under coverage
As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.