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Headshot of Donald Mattersdorff in Portand, OR

About Donald Mattersdorff

Chartered Financial Analyst and Founder of D. Mattersdorff LLC

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Donald founded D. Mattersdorff LLC to answer the needs of two friends searching for a trustworthy financial advisor. His sense of integrity, his broad experience and his passion for history provide his clients with an independent and critical opinion that is unique in the industry.

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"I hope to be considered their most trusted advisor."

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Donald has over twenty years of experience as a financial advisor for institutions, mutual funds and private investors. His previous roles included working for the Boston based Putnam Family of Mutual Funds as a securities analyst and then as a portfolio manager. Later he 

he performed a similar role for GT Global Funds in San Francisco.

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He graduated with honors from Dartmouth College in 1984 with a major in history. And he has been a Chartered Financial Analyst since 1995.

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When he's not working for his clients, he likes reading historical biographies, playing with his kids, skiing and volunteering in his community.​

"My goal is to provide our clients

with exceptional advice and to

engage them in building long term,

multi-generational wealth."

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- Donald Mattersdorff, Founder

How to Contact the team at D. Mattersdorff LLC:

By phone: (510) 842-6060 

D. Mattersdorff LLC is a licensed investment adviser in Oregon (and California). The firm may only transact business in other states if first licensed or excluded from licensing requirements. Transacting securities or rendering investment advice for compensation will not be made prior to compliance with licensing requirements or a valid exclusion from licensing.

© 2008-2025 D. Mattersdorff LLC. All rights Reserved.

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