BS, Accounting, DePaul University (with honors)
CERTIFIED FINANCIAL PLANNER™ certificant
Certified Public Accountant
Father, new world red wine oenophile, avid college basketball fan, passionate Chicago Cubs season-ticket holder and frequent visitor to Maui
Donald J. Sorota
Donald J. Sorota has extensive experience in a broad range of wealth management areas. Since 1996, Don has been providing investment counsel to high net worth individuals, corporate executives and family business owners. In consulting clients on their investment portfolios, Don takes into consideration their retirement, tax and estate planning goals.
As a Founding Partner of Altair Advisers, Don’s role includes client service and business development. Don had the additional responsibility of serving as Altair’s Finance Director for our first three years due to his tax expertise as a CPA and outstanding analytical skills. Don was selected as one of Chicago magazine’s Five Star Wealth Managers four times. He is also a member of Altair’s Investment Committee.
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. He 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.
Don and his wife Tina, along with their daughter, reside in Chicago’s West Lakeview neighborhood.