Don is an Investment Advisor Representative of Torch Wealth Management, now a dba of Journey Advisory Group, LLC. Prior to joining Torch in 2013, Don was Chief Investment Officer since 2003 for Haberer Registered Investment Advisors. He also was employed at U.S. Bank in Cincinnati for twenty years. During that time he handled various roles which included managing research, actively investing for personal trusts, foundations, endowments, and corporate plans. He also managed two SEC Registered mutual funds.
Don is a graduate of the University of Cincinnati with a BBA in Finance and Accounting. He also has an MBA with a concentration in Finance from Xavier University.
Don is very active in the community and is currently affiliated with the Rotary Club of Cincinnati, the Rotary Foundation of Cincinnati, Senior Care Corp., the SC Ministry Foundation, and the Athenaeum of Ohio.