Donald Calcagni

Chief Investment Officer At Mercer Advisors, Inc

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Location:

713 Green Meadow Dr, Douglassville, PA 19518

Industry:

Financial Services

Work:

Mercer Advisors
Chief Investment Officer at Mercer Advisors, Inc
Mercer Advisors Jan 2012 - Apr 2015
Senior Managing Director
Mercer Advisors Jan 2009 - Dec 2012
Managing Partner
Mercer Advisors Apr 2007 - Dec 2008
Strategic Advisor
Mercer Advisors Dec 2004 - Mar 2007
Financial Advisor

Education:

The University of Chicago Booth School of Business 2014 - 2016
Master of Business Administration, Masters, Mathematics, Management, Finance, Investment Analysis, Corporate Finance Widener University 2008 - 2010
Master of Science, Masters The Wharton School 2004 - 2005
Lock Haven University of Pennsylvania 1994 - 1998
Bachelors, Economics, International Relations, International Studies, History Bishop Egan High School
Widener University

Skills:

Investments
Finance
Wealth Management
Retirement
Investment Management
Tax
Retirement Planning
Estate Planning
Strategic Financial Planning
Management
Business Strategy
Public Speaking
Private Equity
Business Development
Financial Planning
Hedge Funds
Portfolio Management
Small Business
Sales
Coaching
Capital Markets
Financial Engineering
Management Consulting
Family Office
Sales Management
Client Communications
Federal Taxation
Qualified Plan Administration and Design
Competitive Strategy
Executive Management
Financial Markets
Financial Accounting
Start Ups
Venture Capital
Behavioral Finance
Team Building
Cross Functional Team Leadership
Team Management
Entrepreneurship
Creative Entrepreneurship
Statistics
Quantitative Research
Quantitative Finance
Economics
Financial Econometrics
Financial Counseling

Interests:

Mathematics
Writing
Learning
Outdoor Activities
Chess
Arts and Culture
Health
Children
Communication
Environment
Education
See 3
Science and Technology
Psychology
Philosophy
Foreign Language
Economic Empowerment
Politics
Traveling
See Less
Statistics
Investment Management

Languages:

Spanish

Certifications:

Certified Financial Planner
Cfp Board of Standards, Inc.

Donald Calcagni

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Skills:

Microsoft Office
Microsoft Word
Powerpoint
Microsoft Excel
English
Windows
Outlook