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AC Family Office Welcomes Highly Acclaimed Former Citi Private Bank $3B UHNW Wealth Management Team as Partners →

Douglas Campbell, AIF®

Chief Strategy Officer, Chairman, Founding Partner

Specialty

Doug provides comprehensive wealth management services to families with complex financial needs by genuinely understanding what matters most to his clients. He possesses extensive experience working with business owners and executives nationwide, assisting with business transitions and succession plans. Alongside his team, he adopts a collaborative, consultative, and customized approach to help clients achieve their goals. Doug specializes in guiding clients toward smart financial decisions, migrating taxes, improving cash flow, and securing their family and heirs’ futures. Additionally, he coordinates with all their advisors to ensure comprehensive asset protection and maximize charitable contributions in their planning efforts.

Years of Experience

40+ years

Educational Background

American University, BS of Economics & Political Science

Designations

Accredited Investment Fiduciary (AIF®)

Notable Information

  • Member of our Investment Committee
  • Previous experience includes: Senior Vice President Wells Fargo Advisors, Senior Vice President UBS Wealth Management, Senior Vice President Morgan Stanley
  • Executive Board Member of the Greater Colorado Council of the Boy Scouts of America and is an Eagle Scout himself
  • PositiviTEE Board Member
  • Doug enjoys spending time with family and friends, traveling, golfing and skiing

Contact

Chief Wealth Strategist, Founding Partner
Direct & Text: 303.900.1910
Doug.Campbell@ACFamilyOffice.com

LinkedIn

Douglas Campbell, AIF®, AC Family Office