Chief Investment Officer

Don serves as our Chief Investment Officer. He is also the Chairman of our Investment Committee and Director of Investor Education. 

Don is a well-known, respected and sought-after industry expert who has often been cited in the national media for publications such as the Wall Street Journal, Barron’s, and Kiplinger. He is a prolific author, speaker, researcher, and wealth planning ambassador. Don is a featured speaker at numerous financial industry events and conferences, such as those held by Barron’s, The CFA Institute, The Financial Planning Association, Inside ETFs, TD Ameritrade, the Investment Management Consultants Association, and many more. Don has authored and created numerous whitepapers, articles, blogs, podcasts, webcasts, and interviews on a wide range of investment topics. His research work has been published in the Journal of Investing, Journal of Indexes, and other research publications, where Don has shared his industry-leading findings about time diversification, horizon-based asset allocations, and alternative approaches to fixed income investing.

Don spent over 22 years at The Vanguard Group as a Founding Member of the Investment Strategy Group, and served as a Senior Investment Strategist. He was the co-creator and co-author of the groundbreaking Advisor’s Alpha® program, which demonstrates and quantifies the value of sound, professional financial advice. Don led the Advisor’s Alpha® research team, including holding responsibilities for full oversight over conceptualization, initiation, and execution of the global research agenda. He also played a role in overseeing the investment methodology used for providing investment advice to clients of Vanguard, with $6.2 trillion in global assets under management, and for the portfolio construction of Vanguard’s ETF and fund-of-funds model portfolios. Don was also responsible for the professional development of the research team and supervised some of Vanguard’s largest and most complex wealth management clients.

Our Investment Committee, which Don chairs, is comprised of a team of highly experienced and credentialed investment professionals who continuously monitor and manage our clients’ portfolios and the variables that affect them. This team also researches the landscape of investment opportunities and ensures execution of our investment philosophy, as well as performing important governance responsibilities. In addition to overseeing the management of our clients’ portfolios, Don serves as our Director of Investor Education. In this role, Don develops in-depth, informative content for our clients, directly interfacing with them to help clients achieve their long-term financial goals and a sense of overall well-being.

Don is deeply committed to the Servant Leadership values that embody the culture of service to clients and community at Liberty Wealth Advisors®. His role aligns with his passion for serving others by educating them about the ways a professionally developed wealth plan can help clients achieve their goals and provide them with peace of mind. Don holds the Chartered Financial Analyst (CFA®) designation and received his B.A. in History from Furman University. 


  • Portfolio Construction
  • Portfolio Management
  • Investment Analysis
  • Investor Education
  • Wealth Management
  • Financial Life Planning