4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
- With CAPTRUST Since 2020
- 205.949.6040
-
2000 Southbridge Pkwy
#500
Birmingham, AL 35209
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 is a principal, financial advisor, based out of our Birmingham, Alabama, office.
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, 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
