Don Brosz, J.D.

Senior Wealth Advisor, Managing Director

Cincinnati, OH

LET'S CONNECT

Designations

  • Juris Doctor

 

Work Experience

  • Joined MAI in 2024 as a result of the acquisition of WaterStone Investment Counsel, LLC where he was a managing partner and portfolio manager
  • Extensive experience in all areas of wealth management and held positions with major Wall Street firms prior to co-founding WaterStone Investment Counsel
  • Member of the CFA Institute and a member of the Cincinnati Society of Financial Analysts

 

Life Outside of MAI 

  • Resides in Loveland, Ohio with his wife, Pamela, and has four adult children
  • Has served on various committees and the Board of Trustees at Montgomery Community Church
  • Enjoys spending his free time with his grandchildren, traveling, and playing golf

 

Education

  • University of Cincinnati, BBA in Finance
  • Taft Law School, Juris Doctor

We look forward to learning about your financial goals.

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