Andru DonatelliLEGAL COUNSEL

Contact Details
Areas of Expertise
  • Corporate Law
  • Estate Planning
  • Trusts
  • Retirement Planning
  • Wills
  • Financial Advice
Qualifications
  • JD-MBA, Law & Business
  • BS, Commerce
Licensed, Registered or regulated in

Andru has many years of broad-based legal and executive experience, having also worked for major corporations in management capacities and worked internationally.

As a dynamic speaker and coach over the last 15 years, Dru has presented to and trained thousands of financial advisors nationally in the areas of business, financial and estate planning, retirement income planning, charitable strategies, and insurance planning. These advisors represent major wirehouses such as Merril Lynch, UBS, Morgan Stanley, independent firms such as LPL and Raymond James, and Key Bank and CUSO, among others.

Dru received his Bachelor of Science (Commerce) Degree Cum Laude from Santa Clara University, where he also received his Juris Doctorate (JD) and Masters in Business Administration Degrees (MBA).

Publications

  • The Quarter in Markets

    As we bid farewell to the first quarter, it’s worth noting that the bull run continued its stride. While you can observe the impressive stock-index returns below, what truly stands out is that the performance of global stocks ranked among the top 20% of quarters over the past century. This surge follows a robust 2023,

    April 4, 2024
  • Understanding the Psychology of Investing

    The world of investing is not only about dissecting numbers and analysing projections. While such analytical skills are undoubtedly valuable, it’s equally critical to delve into the behavioural dimension of investments. Emotions such as fear and greed often wield significant influence over decision-making processes, potentially leading to suboptimal performance or outright losses.  While many individuals may

    April 3, 2024
  • Markets last week – 29/03/2024

    USA  Major indexes in the U.S. advanced over the short trading week to end a quarter of strong gains. The S&P 500 Index marked new highs, with an equal-weighted version surpassing expectations. Small-caps outperformed large-caps, while markets were closed on Friday for the Good Friday holiday. News activity was light, except for the collapse of

    April 3, 2024
  • Federal Reserve officials anticipate inflation slowdown  

    In a recent event hosted by Harvard University, Federal Reserve officials expressed cautious optimism about the trajectory of U.S. inflation. Despite acknowledging the persistence of housing inflation, they remain confident that it will eventually ease, contributing to a decrease in overall price increases.  Fed Governor Lisa Cook emphasised the importance of a cautious approach to

    March 26, 2024

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