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Don Weir

Senior Portfolio Manager

Covenant Asset Management LLC

United States, New Jersey, Chester

About Me

Don is an experienced industry professional focused on helping high net worth individuals and families achieve their financial goals and objectives. In addition, Don participates in Covenant’s investment research effort and portfolio construction. He is also a member of the firm’s Investment Committee. Don’s investment career of more than 30 years began at Prudential in private placements and leveraged buyouts, and he eventually oversaw the management of more than $1 billion of institutional and mutual fund portfolios. Later, he joined Merrill Lynch, where his responsibilities included managing asset allocation portfolios for a $14 billion mutual fund wrap program and $3 billion of separa

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Profile Information

Senior Portfolio Manager

Covenant Asset Management LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Chester

New Jersey

United States

Oct 26, 2024

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