As Managing Director, Doug dedicates his time to providing investment and asset allocation advice for his clients. Specializing in advising ultra high net worth individuals, family offices, and institutions, Doug excels in constructing customized investment strategies for his clients.
Doug began his career at Lehman Brothers, where he honed his skills as a portfolio analyst for an ultra high net worth management team. Later joining UBS, he expanded his expertise to include portfolio management and construction. During his tenure as a Managing Director and Investment Specialist at J.P. Morgan, he managed capital on an advisory and discretionary basis within the Global Families Group, focusing on internationally based, ultra high net worth families and family offices.
Doug attended Hamilton College, earning a Bachelor of Arts with dual majors in Economics and Government. His academic prowess extends to an M.B.A. from Columbia Business School, where he graduated with honors. Professionally, Doug holds his Series 7 and 63 licenses.
Beyond his professional commitments, he actively contributes to the Hamilton College community by serving on the Alumni Nominations Committee. Originally from Bryn Mawr, PA, he now calls New York, NY, home. Doug enjoys golf at the Hudson National Golf Club, aligning with his passion for boxing and skiing in his free time.
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