Donald Sorota

Membre du Comité d'Investissement chez Altair Advisers LLC

Profil

Mr. Donald J.
Sorota, CPA, is a Managing Director at Altair Advisers LLC.
He has extensive experience in a broad range of wealth management areas.
Since 1996, he has provided investment management and financial planning to wealthy families, business owners, corporate executives and community foundations.
In consulting clients on their investment portfolios, he takes into consideration their retirement, tax and estate planning goals.
Don is exceptionally skilled at helping clients with transitional life events such as the sale of a business, retirement, divorce or the distribution of a trust.
As a Founding Partner of Altair Advisers, Mr. Sorota serves as the lead consultant on client engagements.
he had the additional responsibility of serving as Altair’s Finance Director for the first three years due to his tax expertise as a CPA and outstanding analytical skills.
He is also a Member of Altair’s Investment Committee, the central decision-making body which sets investment direction, approves recommended managers and determines tactical allocation changes.
Prior to forming Altair, Mr. Sorota was a Manager in Arthur Andersen’s Private Client Services practice, serving as an investment counselor and financial planner.
He received his undergraduate degree from DePaul University.

Postes actifs de Donald Sorota

Sociétés	Poste	Début
Altair Advisers LLC	Membre du Comité d'Investissement	01/06/2002

Formation de Donald Sorota

DePaul University

Undergraduate Degree