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Greg Donaldson

Director of Portfolio Strategy at Donaldson Capital Management

  • LinkedIn

Email Email: g****@dcmol.com

phone noPhone Number: (***)-***-****

Experienced portfolio manager with a long history of helping people understand the investment markets and how the right mix of investments can serve a person's need for a lifetime. Stron...

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DONALDSON CAPITAL MANAGEMENT

DONALDSON CAPITAL MANAGEMENT

  • description Description
    Serving wealth management clients, non-profits, and retirement plans since 1995. * * * * * * Donaldson Capital Management, LLC, is a federally registered investment adviser under the Investme...

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  • Employees count Employees 51-200
  • Revenue Revenue 10 Million to 25 Million
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Donaldson Capital Management Org Chart and Mapping

Employees

Matt Bernhardt

Senior Trading Specialist

Collin Brinker

Senior Financial Planner

Marty Coursey

Associate Investment Advisor

Braden Herendeen

Associate Investment Advisor

C Decker

Investment Operations Manager

Cfp® Kyle Markle

Chief Investment Officer & Senior Investment Advisor

Frequently Asked Questions Regarding Greg Donaldson

Answer: Greg Donaldson works for Donaldson Capital Management as Director of Portfolio Strategy

Answer: Greg Donaldson’s role in Donaldson Capital Management is Director of Portfolio Strategy

Answer: Greg Donaldson's email address is g***@gmail.com

Answer: Greg Donaldson's business email address is g****@dcmol.com

Answer: Greg Donaldson’s direct phone number is (***)-***-****

Answer: Greg Donaldson works in the industry of: Investment Management

Answer: Greg Donaldson is the current Director of Portfolio Strategy at Donaldson Capital Management.... Read More

Answer: Greg Donaldson works Donaldson Capital Management located at 20 Nw 1st St, Evansville, Indiana, 47708, United States

Answer: Donaldson Capital Management's Director of Portfolio Strategy is Greg Donaldson

Answer: Greg Donaldson contact details:

  • Phone number  :  (***)-***-****
  • Email  :  g****@dcmol.com

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