Don pre-screens and underwrites transactions, performs research and analysis and conducts portfolio monitoring and review.  He joined Caltius in 2000 after beginning his career as an investment banker in New York.

Previously, Don was a Financial Analyst in the Acquisition Finance Group at Salomon Smith Barney, where he supported deal teams in underwriting leveraged loans and high yield bonds for private equity-related transactions. Don received his B.A., cum laude, in Economics from Harvard University.