Donald L. Hagan, CFA®

Partner, Co-Founder, Chief Investment Strategist, Portfolio Manager

Donald L. Hagan and his firm are dedicated to providing advanced asset management strategies for their clients.

Prior to founding the firm, Don was Senior Vice President and Senior Portfolio Manager for Wells Fargo Bank’s PCS. During his tenure with Wells Fargo, Don concurrently served on Wells Fargo’s National Asset Allocation Committee and National Investment Policy Committees. Don’s role included directing wealth planning initiatives, asset allocation and investment strategy for Wells Fargo’s national PCS division. He also served as one of the members of the Investment Management Committee for Wells Fargo’s flagship equity portfolio, Signature Core.

Prior to Wells Fargo, Don served as Director of Research and Portfolio Manager for Securities Corporation of Iowa (SCI). Don directed research, allocation, investments and strategy for the firm. He served as Portfolio Manager for the SCI Traditional Value Equity, Blue Chip Bellwether Growth, Industry Select and Tactical Balanced investment strategies. SCI was acquired by Wells Fargo in early 2001.

Prior to being recruited as Director of Research for SCI, Don was Chief Sector Analyst and Editor for Ned Davis Research, Inc., one of the largest independent research organizations in the world. Don provided research and recommendations to institutional clients both national and international. Don has conducted research and developed decision-based asset allocation and individual stock buy/sell programs at the institutional level since 1988. From 1989 through 1996, Don also served as editor for the following institutional research periodicals: Industry Watch, Group Update, Techno-Fundamental Ranks, and Top 30 Picks.

Don has been quoted in several financial publications including the Wall Street Journal, Barron’s, Atlanta Constitution, and USA Today. He is a frequent speaker at investment conferences and on radio programs.

Don has a B.A. in Economics and is a Chartered Financial Analyst and Certified Investment Management Consultant. He is a member of the Association for Investment Management Research and the Investment Management Consultants Association.