Donald Phan

Relationship Manager

Donald has spent his entire career building relationships and helping families of affluence with their financial picture. He is grateful for the opportunity to help BIP clients navigate their unique situations while providing his signature white glove service. Wealth has the power to create a meaningful difference and Donald enjoys learning what drives and motivates others in order to provide the best service he can.

Donald has a passion for food, finance, fashion, philanthropy, and his family. Embracing global citizenship, he lived and worked in London during his time at Rollins and completed his MBA practicum in Singapore while at Georgia Tech. He enjoys traveling and has visited 16 countries and 27 states (it’s his goal to visit all 50). Donald has a heart for helping others and volunteers with children who are grieving the loss of a loved one. In his free time, you can find him in a hot yoga class, at a Braves game, trying new restaurants, or enjoying the outdoors.

Donald was born in Winter Park, Florida and moved to Atlanta for Georgia Tech. He fell in love with Atlanta’s vibrant arts, culture, and food scene and is happy to call Buckhead his new home.


Education

  • Master of Business Administration, Finance – Georgia Institute of Technology
  • Bachelor of Arts, Business Management – Rollins College


Prior Professional Experience

  • Georgia Institute of Technology – Development Associate
  • SS&C Technologies – Financial Analyst
  • Jackson Wealth Management – Relationship Manager


Associations and Affiliations

  • Rollins College Alumni Board Member
  • Trinity Preparatory School Alumni Board Member
  • Volunteer – Atlanta Homes & Lifestyles Magazine
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