Skip to Content

Experience

I provide highly customized investment consulting and multigenerational wealth planning services to ultra-high-net-worth individuals, families, and family office clients. In addition to my client facing role, I serve on the firm’s internal Alternative Investment Committee, charged with providing alternative investment solutions for the firm’s most sophisticated clients. I have experience in investment manager due diligence (traditional and alternative), post-liquidity event cash management, and working within highly complex estate and trust structures.

View More of Doug's Experience

I met my wife during my freshman year of college, on Halloween, while I was dressed as one of the Ghostbusters. We’ve been together ever since.

You might also like…

Alternative investments: Seeking returns in a yield-starved world
Jim Baird Wealth Management
Webinar Aug. 26, 2021 45 min watch
Alternative investment toolbox: Hedge funds
Doug Coursen Wealth Management
Article September 23, 2020 11 min read
Exploring alternatives: An interview with Plante Moran and PIMCO
Doug Coursen Wealth Management
August 13, 2019 3 minutes read
2021 Year-end Webinar Series
Webinar Dec. 2, 2021 1 min read