As a principal financial advisor to high and ultra-high net worth families for over 30 years, Doug understands no two families have the same resources, needs, or goals. MGWM focuses intently on each relationship first to gain a thorough understanding of their unique needs and resources and then engage their extensive knowledge with the leading global resources of RBC to deliver sophisticated wealth strategies, bespoke financial advice and best-in-class net worth management.
Prior to RBC, Doug held similar positions at UBS and Morgan Stanley and their predecessor firms. Prior to his investment advisory career, Doug held senior management positions in audit, control, and treasury with private and public companies. He holds a Bachelor of Commerce, Finance degree from Concordia University, the Chartered Financial Analyst (CFA®) designation and he is a member of The CFA Institute, The CFA Society of Washington, DC and the Washington Association of Money Managers.
has advised and served as a board member of a number not-for-profits. He currently serves as Treasurer and board member of the Sheridan Kalorama Neighborhood Council. He has worked with local, regional and federal agencies to promote preservation of historic residential neighborhoods of our nation’s capital. Doug and his wife maintain homes in Washington, DC and Virginia. They enjoy travel, occasional ski trips and visiting with family and in Canada, Europe and South America.
