Our clients appreciate our clear and engaging process, our experience, and the care we take in investing their money wisely.
Retirement Planning

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Inheritance

Divorce

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Savings & Investments
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Conflict-Free

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Getting Started

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Meet Donald Mattersdorff

Donald has over thirty years of experience as a financial advisor for institutions, mutual funds and private investors. He started D. Mattersdorff LLC in 1999. His previous roles included working for the Boston-based Putnam Family of Mutual Funds and San Francisco-based GT Global (now part of Invesco).
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He graduated with honors from Dartmouth College in 1984. He is a Chartered Financial Analyst.
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Outside of work, Donald enjoys reading history, supporting his family in their many activities, skiing and volunteering in his community.