Senior Portfolio Manager
Don is an experienced industry professional focused on helping high net worth individuals and families achieve their financial goals and objectives. In addition, Don participates in Covenant’s investment research effort and portfolio construction. He is also a member of the firm’s Investment Committee. Don’s investment career of more than 30 years began at Prudential in private placements and leveraged buyouts, and he eventually oversaw the management of more than $1 billion of institutional and mutual fund portfolios. Later, he joined Merrill Lynch, where his responsibilities included managing asset allocation portfolios for a $14 billion mutual fund wrap program and $3 billion of separate accounts. More recently, Don served as Senior Vice President and regional investment director for wealth management at a large regional bank. He joined Covenant Asset Management in 2010.
Don graduated from Dartmouth College with a degree in Liberal Arts and later earned his M.B.A. from Dartmouth’s Tuck School of Business Administration. He resides in Morristown, New Jersey, with his wife, Maureen.