The Team

Donald Mattersdorff

Chartered Financial Analyst and Founder of D. Mattersdorff LLC

​

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.

​

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

​

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.

​

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

​

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