Don Naimoli, Board Member

I am extremely passionate about a proactive approach in integrating tax-sensitive strategies into investment portfolios. Don Naimoli

Board Member

Prior to joining Seidel & Associates, Don was a principal in the wealth management firm of Girard Partners, Ltd. As the Director of Fiduciary Services for almost 15 years, Don enhanced the productivity and operational efficiency within the organization. In the taxation arena, Don laid the foundation of Girard’s proactive approach in integrating tax-sensitive strategies into Girard’s investment portfolio’s.

Prior to Girard Partners, Don served as Senior Vice President of The Fairfield Group, a funds management company that pioneered the development of bank mutual funds. He also enjoyed a 20-year career at Girard Bank (now BNY Mellon) where, as Vice President of the Trust Department, served in numerous management positions with a focus on taxes, accounting and operations.

A graduate of St Joseph’s University with a Liberal Arts degree, Don has also served as a lecturer for the Pennsylvania Bankers Association Trust School and the Mid-Atlantic Bankers Tax Association. He also served as a trustee of the former Combs College of Music, from which he received an honorary Doctor of Humane Letters.

Away from formal work, Don serves as Chairman of the Friends of Valley Forge Park, a non-profit organization dedicated to the preservation and promotion of Valley Forge National Historical Park. Don lives is Wayne, PA with his family and is an avid outdoor sportsman and historian.