Don Pannell, CFP®

Don Pannell, CFP®

Portfolio Manager/Financial Planner at DP Capital Management, Inc

Greater Houston
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DP Capital Management, Inc.
University of Alabama in Huntsville

About

Experienced Portfolio Manager/Financial Planner with a demonstrated history of working in the Investment Management industry. Skilled in client acquisition/retention, working with clients to develop and implement comprehensive financial plans, managing client portfolios using fundamental. Strong finance professional with a Bachelor's degree focused in Business Administration and Marketing from University of Alabama in Huntsville.

Activity

Experience

  • Portfolio Manager/Financial Planner

    DP Capital Management, Inc.

    - Present 16 years 2 months

    Houston, Texas Area

    Registered Investment Advisor Representative with excellent business development, client relationship and portfolio management skills. Accomplished in attracting and converting prospects to investment clients. Effective utilization of sophisticated financial planning software systems to aggregate client assets. Adept in investment research and analysis using a combination of fundamental and technical analysis techniques. Broad understanding and experience in advising clients in the areas of…

    Registered Investment Advisor Representative with excellent business development, client relationship and portfolio management skills. Accomplished in attracting and converting prospects to investment clients. Effective utilization of sophisticated financial planning software systems to aggregate client assets. Adept in investment research and analysis using a combination of fundamental and technical analysis techniques. Broad understanding and experience in advising clients in the areas of tax and estate planning, and self-employed and corporate benefit and retirement plans. In-depth knowledge of financial markets with ability to communicate with clients on a personal level and through written market commentaries. Extensive background with all aspects of operating a Registered Investment Advisory business, including regulatory compliance, corporate tax, trading and reporting systems.

Education

  • University of Alabama in Huntsville

    Bachelor's degree Business Administration and Management, General

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