Donald C. Lucci CPA, CIMA® in

Donald C. Lucci CPA, CIMA®

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Institutional Team Recruiter/ Team Business Consultant at Self-Employed
📍 Bluffton, South Carolina, United States

Don is a nationally recognized institutional investment consultant with a background as a practicing CPA. After a long career as a Senior Founding Partner at Graystone Consulting, he now leverages his expertise in team management as a self-employed consultant. He is a graduate of West Virginia University.

Based on his public activity, Don appears to have a strong interest in leadership philosophy and personal integrity. He frequently shares motivational quotes from historical figures and reflects on principles of honesty and character, suggesting these are core personal values.

Don has been repeatedly recognized by Barrons, both individually as a top advisor in West Virginia and as part of a top 50 institutional team nationally.

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Experience
41 Years
Current Role
Institutional Team Recruiter/ Team Business Consultant
Job Level
Senior
Location
Bluffton, South Carolina, United States
Personality Overview

How Donald shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Donald cares about

Institutional Consulting
With decades of experience and national recognition, he is an expert in advising institutional clients and building successful consulting teams.
Team Business Development
His current consulting practice focuses on helping other institutional teams with their growth, management, operational efficiency, and succession planning.
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Career

Work history

7-2019
Institutional Team Recruiter/ Team Business Consultant
Self-Employed
1-1984 - 6-2019
Executive Director, Institutional Consulting Director
Graystone Consulting Charleston
In the press

Media appearances

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Education
1975 - 1979
Bachelor of Science - BS
West Virginia University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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