Profil
Mr. Donald W.
Wilson is Partner & Chief Investment Officer at Brightworth LLC.
His primary roles are developing the overall investment strategy for client portfolios, leading the investment research and portfolio management team and chairing the Investment Committee.
He joined Brightworth in 1998.
Prior to his current role, he served as Research Analyst, Portfolio Manager and Director of Portfolio Management for the firm.
He serves on the Zoo Atlanta Leadership Council and the East Atlanta Young Life Committee.
Mr. Wilson is a Chartered Financial Analyst Charterholder and a Certified Financial Planner practitioner.
He graduated with highest honors from the Georgia Institute of Technology with a degree in electrical engineering.
He is a member of the Atlanta Society of Finance and Investment Professionals and the fee-only National Association of Personal Financial Advisors.
Anciens postes connus de Don Wilson
| Sociétés | Poste | Fin |
|---|---|---|
Brightworth LLC
 Brightworth LLC Investment ManagersFinance Brightworth LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1997 by Dave Polstra, Chris Dardaman, Alan Gotthardt, and Ray Padrón. They are a subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSE: CIX) in Canada. Brightworth provides investment management services and wealth counsel to high net-worth individuals, families, trusts, estates, charitable organizations, small business owners, pension plans and profit-sharing plans. | Directeur en chef des Investissements | 01/03/2023 |
Formation de Don Wilson
| Georgia Institute of Technology | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Brightworth LLC
Brightworth LLC Investment ManagersFinance Brightworth LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1997 by Dave Polstra, Chris Dardaman, Alan Gotthardt, and Ray Padrón. They are a subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSE: CIX) in Canada. Brightworth provides investment management services and wealth counsel to high net-worth individuals, families, trusts, estates, charitable organizations, small business owners, pension plans and profit-sharing plans. | Finance |
