Doug Morisoli, CPA, CFA, CFP®

Partner

Doug Morisoli has over 30 years of experience in the financial services industry. Prior to joining Fairman Group Family Office, he was Senior Manager of Arthur Andersen’s Private Client Service Practice in their Philadelphia office and led the Investment Advisory Services practice. Prior the Andersen, he spent four years with The Vanguard Group in Valley Forge where he was responsible for the Institutional segment of the Personal Financial Planning Group. Before joining Vanguard, Doug had nine years of prior service with Arthur Andersen in Los Angeles and later Memphis where he served as Director of Personal Financial Planning and Investment Advisory Services. Doug also has experience in the life insurance and banking industry. Doug is experienced in all facets of providing comprehensive wealth advisory and individual tax services to senior corporate executives, professional service firm partners, family business owners, entertainers and other high net-worth individuals. He regularly assists clients with goal assessment, retirement transition planning, investment planning and estate planning and has particular expertise in tax-efficient diversification and exit of concentrated stock positions.

Doug is a CFA® charterholder, a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ certificant. He holds a Bachelor of Arts in Economics/Business from the University of California, Los Angeles.