Donald Lutomski, CFA, CMA

Donald Lutomski, CFA, CMA

Principal,
Financial Advisor

  • Born in Mt Kisco New York, moved to Cleveland Ohio, then Birmingham, Alabama
  • Fiction: A Prayer for Owen Meany Non Fiction: Thinking Fast and Slow | Being There
  • My family
  • People will forget what you said, people will forget what you did, but people will never forget how you made them feel.
  • Intellectual curiosity, equanimity, and discernment

Financial Advisors

Don Lutomski is a wealth management financial advisor based in Birmingham, AL.

Don joined CAPTRUST in 2020 from Welch Hornsby, an independent, fee-only investment advisory firm, where he served as a client advisor for high-net-worth individuals for more than 12 years.

In his role as principal and financial advisor for CAPTRUST, Don specializes in client advocacy as a fiduciary, reducing financial planning complexities, and building roadmaps that lead to improved financial results for high-net-worth individuals and families, entrepreneurs, and business owners.

He is a Chartered Financial Analyst (CFA) and a Certified Management Accountant (CMA). He earned his Bachelor of Science degree in business from Auburn University and a Master of Business Administration degree from the University of Alabama at Birmingham.

Don and his wife, Jenny, have four children and are members of Prince of Peace Catholic Church.

Education

  • Bachelor of Science degree in business from the Auburn University
  • Master of Business Administration degree from the University of Alabama at Birmingham

Industry Designations

  • Chartered Financial Analyst (CFA)
  • Certified Management Accountant (CMA)

Industry Involvement

  • President, Horizons School Board
  • Treasurer, A.G. Gaston Boys and Girls Club
  • Treasurer, Shades Valley YMCA

News & Resources

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