Donald J. Sorota has extensive experience in a broad range of wealth management areas. Since 1996, Don has provided investment management and financial planning to wealthy families, business owners, corporate executives and community foundations. In consulting clients on their investment portfolios, Don takes into consideration their retirement, tax and estate planning goals. Don is exceptionally skilled at helping clients with transitional life events such as the sale of a business, retirement, divorce or the distribution of a trust.
As a Founding Partner of Altair Advisers, Don serves as the lead consultant on client engagements. Don had the additional responsibility of serving as Altair’s Finance Director for the first three years due to his tax expertise as a CPA and outstanding analytical skills. He is also a member of Altair’s Investment Committee, the central decision-making body which sets investment direction, approves recommended managers and determines tactical allocation changes.
Prior to forming Altair, Don was a manager in Arthur Andersen’s Private Client Services practice, serving as an investment counselor and financial planner.
Don graduated with honors in accounting from DePaul University and is a member of DePaul University’s Ledger & Quill Board.
It was at Don’s suggestion that the firm call itself Altair, after one of the brightest stars in the summer sky that sailors use for navigation.