Doug is a Partner in the Orange County office, He has more than thirty years experience managing client relationships and providing comprehensive planning and investment advisory services to wealthy individuals and families.
Prior to joining Cerity Partners, Doug was a Managing Director in Deutsche Bank Private Wealth Management’s Orange County, California office. He served as Office Director for the Orange County and San Diego region. Before joining Deutsche Bank in 1999, Doug was a Senior Vice President and Director for Business Development at Bank of America in both the high net worth and institutional businesses. In addition, he has held positions as an Executive Vice President at an investment advisory firm and a Managing Partner at a large commercial real estate brokerage firm.
Doug earned his Bachelor of Science in Marketing for Florida State University and his Masters of Business Administration from the University of West Florida.
He has been an active leader or board member of numerous Southern California charities and organizations, including Big Brother/Big Sisters, Hoag Hospital 552 Board, Orange County Performing Arts Center, Rotary International, CASA Advisory Board and the University of California at Irvine School of Medicine Deans Advisory Board.
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