簡歷
Don is a Managing Director and Banker Team Leader at J.P. Morgan Private Bank. As a trusted steward, Don spends time understanding the passions, pursuits, and professional endeavors of the families and organizations he advises. With a down to earth disposition and relentless drive, Don is an advisor who listens first, takes notes second, and circles back with guidance in a timely manner. For the past 25 years, Don has significant experience in advising business founders going through a sale transaction.
In 2023, Don was invited into Morgan Circle, a select group of the top J.P. Morgan Private Bank advisors from across the country who have been recognized for their exceptional client service and contributions. Since the inception of Morgan Circle, Don is one of ten advisors nationally who have made the list each year. He has received similar recognition outside of the firm both regionally and nationally. In 2023, Don was also accepted into the Wealth Management Hall of Fame by Washingtonian Magazine.
Don values his relationships with leading founders of Government Contracting, technology, real estate and healthcare companies as well as emerging family offices and endowments. Don is a graduate of Bryant University and received his M.B.A from New York Institute of Technology. Outside of the office Don gives back to his community as a Board member of the Association for Corporate Growth, Inova Health Foundation, Horton’s Kids and Signature Theatre. Above all he enjoys spending time with his wife and three children.
Awards or rankings are not indicative of future success or results. For third-party award selection criteria and other important information, visit: https://bit.ly/3QsUDcZ
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了解更多成為摩根大通私人銀行客戶的詳情。
敬請提供有關您的個人資料，我們的客戶服務團隊人員將會與您聯絡。
請瀏覽 FINRA Brokercheck網站以了解更多我們的公司及投資專才。
投資產品（可能包括銀行管理賬戶及託管）乃由 摩根大通銀行（JPMorgan Chase Bank, N.A.）及其關聯公司（合稱「JPMCB」 ）作為其一部分信託及委託服務而提供。其他投資產品及服務（例如證券經紀及諮詢賬戶）乃由 摩根大通證券（J.P. Morgan Securities LLC）（「JPMS」）提供。摩根大通證券是金融業監管局和證券投資者保護公司的成員。JPMCB及JPMS均為受摩根大通共同控制的關聯公司。產品不一定於美國所有州份提供。請與本網站內容一併閱覽法律免責聲明。
投資產品： • 不受聯邦存款保險公司保障 • 並非摩根大通或其任何關聯公司的存款或其他債務，亦不受摩根大通或其任何關聯公司的保障 • 面臨投資風險，包括可能會損失投資本金
銀行存款產品（例如支票、儲蓄及銀行貸款）及相關服務乃由摩根大通銀行（JPMorgan Chase Bank, N.A.）提供。 摩根大通銀行是美國聯邦存款保險公司的成員。並非借貸承諾。授信額度均須經信貸審批。