Don is the founder and CEO of Gervais Capital Management and has over 24 years of deep investment management experience gained through working with the largest Institutional investors in the world. He began his career working for the General Electric pension fund and then transitioned to JPMorgan as a Vice President and Equities Client Portfolio Manager working with state and corporate pension plans, high net worth individuals and endowments and foundations on their stock portfolios. Don then was recruited to Goldman Sachs where he spent 10 years. During his time at Goldman, Don was a Managing Director and US Value Equity client portfolio manager, Head of International Equity client portfolio management and Global Head of Fundamental Equities client portfolio management. In these roles, Don’s clients were some of the largest institutional investors in the world including public and corporate pension plans, endowments and foundations, sovereign wealth funds as well as high net worth individuals in the United States and Europe.
Most recently, Don worked for Allianz Global Investors as Head of Institutional new business development where he and his team advised institutional clients in North America on investment strategies and asset allocation. Don is a Chartered Financial Analyst (CFA) charter holder, a member of the CFA institute and the New York Society of Securities Analysts. Don is passionate about finance and helping individuals achieve their goals through advanced planning, asset allocation and investment execution.
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An Institutional approach to wealth management and financial planning.