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Don Trone is the president and founder of the Foundation for Fiduciary Studies. The Foundation’s mission is to develop and advance fiduciary standards of care for trustees, investment committees and advisors. In addition, Don is one of the co-founders and co-directors of the Center for Fiduciary Studies, which operates in association with the University of Pittsburgh’s Katz Graduate School of Business. The Center is the first full-time training facility devoted to the subject of portfolio management and investment fiduciary standards of care.
Trone appointed to high-level board
Don is also the CEO of investmgt which is an Internet company that develops web-based tools to support the decision making process of investment fiduciaries. investmgt evolved from the investment consulting firm, Investment Management Council (IMC), which Don founded in 1991. The IMC provided investment consulting services to fiduciaries and trustees, and from the period 1992-1998 operated as a division of Callan Associates, one of the largest investment consulting firms in the country. Clients of the former IMC included four of the Big 6 CPA firms (when there were six), one of the ten largest banks in the U.S., and over 120 other local and regional investment advisory firms.
Don is co-author of two industry bestsellers, Procedural Prudence and The Management of Investment Decisions (McGraw-Hill Publishing). His works are now used in numerous professional certification programs including the CFA, CFP, and CIMC courses. He is also a sought after speaker on the subject of investment fiduciary responsibility and has spoken at national conferences for accountants, attorneys, financial planners, and investment consultants. He is often quoted by the financial press and has appeared live on CNN.
Don graduated as president of his class from the United States Coast Guard Academy, and with honors from the US Naval Flight Training Program in Pensacola, Fl. He served on active duty for ten years as a long-range search and rescue helicopter pilot and is credited with flying over 100 rescue and 50 drug enforcement missions. In 1997 he was the recipient of the Coast Guard Academy Alumni Medal of Achievement for his distinguished military and business career. Don received his Master’s degree in Financial Services from the American College.
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