Donald supports the operations, technology, compliance, and business systems functions at Parcion Private Wealth. His background spans investment research and portfolio administration, along with an increasing focus on technology and data-driven roles within wealth management. A recurring theme in his career is using data and system design to scale processes and integrate tools and teams, creating more efficient and reliable solutions for clients.

Donald studied finance at the University of Oregon and is a CFA® charterholder. He volunteers on the board of the Puget Sound chapter of the Data Management Association (DAMA).

Outside of work, Donald enjoys traveling, podcasts, and spending time with his three kids. He lived in Japan for nine years, an experience that still shapes how he sees the world.