Donald Pogan

Chief Operations Officer

Donald oversees customized deployments and product performance reporting. As product owner for Luma, he ensures the ongoing development of the platform, regular and timely feature enhancements and a progressive roadmap that delivers high value, market-leading capabilities to clients.

Donald previously worked for UBS Wealth Management. He specialized in providing clients with portfolio management and financial planning advice. Donald received a bachelor’s in business administration from the Fisher College of Business at The Ohio State University and currently maintains his Series 7 and 24 securities licenses.


Favorite Quote: “If you can believe it, the mind can achieve it.” – Ronnie Lott

1. Q: What is something you can never find?
     A: Something my wife asked for.

2. Q: What is one piece of technology you could not live without?
     A: My Google Home

3. Q: What is something you do in your office when no one is looking?
     A: Watch sports, especially the Detroit Tigers.

4. Q: What’s your favorite TV show?
     A: Probably Seinfeld or The Office.