Don joined Crestwood Advisors in 2023 as a Director and Portfolio Manager. Prior to joining Crestwood, Don worked at Endurance Wealth Management as a Portfolio Manager and Client Advisor. He was also a member of the Investment Committee and provided research coverage for the technology sector.
During his over twenty-five years in the financial services industry, Don has assisted high net worth clients with complex wealth management and fiduciary needs. Prior to joining Endurance, he was a wealth manager with Arlen Capital and was responsible for establishing client investment guidelines and creating asset allocation strategies. Previously, he had been with AXA Advisors.
He is a member of the CFA Institute, the CFA Society Providence and the Estate Planning Council of Rhode Island. Don previously served on the Wheeler School Board of Trustees.
Don earned his BS in Business Administration at Skidmore College and attained his Certified Financial Planner™ certification in 2004.
Don is a native Rhode Islander, married with five children, and enjoys golf, tennis, and being on the water.