Don Scholz, CFP®
Chief Investment Officer
Specialty: Legacy and Philanthropy
Education:
- BA, St Pius X Seminary, Erlanger, KY
- MBA Drexel University, Philadelphia
In Financial Services since: 1985
With Marshall since: 1995
Past and present affiliations:
- Chair, International Association for Financial Planning (Philadelphia Area Chapter)
- Financial Planning Association
Get to know:
Clients regularly comment on Don’s warm and welcoming approach to planning. Perhaps unexpected in a CIO, his rich background includes study at a seminary and time as a teacher of Theology and Ethics. Later, Don earned a Masters degree in Business and Finance from Drexel University, becoming first a Computer Systems Analyst and later a Financial Planning Analyst in the Strategic Planning Department of CIGNA’s Property Casualty Group.
At Marshall, Don brings his talents together to help clients with their philanthropic planning, enabling them to realize their visions for making a difference in the world. “I enjoy guiding our clients from success to significance, helping them leave an enduring personal legacy with the wealth they’ve created.”
Certified Financial Planners ™
Executives in Transition
Chief Financial Officer
Support Team
With Marshall since: 1992
With Marshall since: 2000
With Marshall since: 2001
With Marshall since: 2007
With Marshall since: 2004
With Marshall since: 1995
With Marshall since: 2014
Executive Team
Chief Financial Officer