As the Senior Vice President of Private Wealth Management, Doug is devoted to assisting individuals, families, endowments, and foundations in achieving their financial and philanthropic goals.
Doug has over two decades of experience in the financial services industry, encompassing institutional and retail asset management, trading, and risk management. Prior to joining CWA Asset Management Group LLC in 2023, Doug served as Senior Investment Strategist for Wells Fargo from 2015-2023. Previously, Doug was a Senior Portfolio Manager for Deseret Mutual Benefit Administrators from 2012-2015. Prior to Deseret Mutual, he worked at Ensign Peak Advisors as a Senior Portfolio Manager from 2002-2012.
Doug also spent two years (1993-1995) as a volunteer representative for The Church of Jesus Christ of Latter-day Saints in Croatia, holding many leadership positions along the way. He is fluent in both written and spoken Croatian (a Slavic language similar to Polish, Czech, and Russian).
Doug resides in Highland, Utah with his wife, Amy, and their four children.
Professional Memberships and Affiliations
- Member of CFA Society Salt Lake
Education
- BS in Mechanical Engineering, Brigham Young University
- MBA in Finance, Brigham Young University
Designation & Licenses
- Chartered Financial Analyst®