Senior Advisor

Don is based in San Franciso and is a well known voice in the asset mangaement sector. Don was also a former client. While at Putnam Lovell, Don worked with a PL Adviors partner on the firm’s sale to National Bank of Canada.

Don is Managing Partner of Grail Partners, a merchant banking firm dedicated to investing in the financial services sector. Prior to founding Grail in 2005, Don led Putnam Lovell Securities, which he founded in 1987. He was Chief Executive Officer, Chairman of the Board, and Managing Director in the firm’s investment banking group. Putnam Lovell was sold to National Bank Financial in 2002.

From 1980 to 1986, Don held senior positions at SEI Investments. He was an Executive Vice President and Division President of SEI, founder and President of SEI Financial Services Company, and founder and President of its various mutual funds with assets under management in excess of $15 billion.

Prior to joining SEI, Don was a Senior Consultant at Catallactics Corporation (a subsidiary of SunGuard), where he devised new quantitative products and strategies for major banks, including J.P. Morgan, The Boston Company, and Northern Trust Company. From 1973 to 1978, he designed quantitative investment products and other trust services at Bankers Trust Company.