Donald Sorota
Lid van de Investeringscommissie bij Altair Advisers LLC
Profiel
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.
Actieve functies van Donald Sorota
Bedrijven | Functie | Begin |
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Altair Advisers LLC
Altair Advisers LLC Investment ManagersFinance Altair Advisers LLC provides investment advice. The private company is based in Chicago, IL. The company was founded in 2002 by Brett Rentmeester. Rebekah L. Kohmescher has been the CEO of the company since 2002. | Lid van de Investeringscommissie | 01-06-2002 |
Opleiding van Donald Sorota
DePaul University | Undergraduate Degree |
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Altair Advisers LLC
Altair Advisers LLC Investment ManagersFinance Altair Advisers LLC provides investment advice. The private company is based in Chicago, IL. The company was founded in 2002 by Brett Rentmeester. Rebekah L. Kohmescher has been the CEO of the company since 2002. | Finance |