Greg Donaldson

Greg Donaldson Email and Phone Number

Managing Partner @ Donaldson Family, LLC
Evansville, IN, US
Greg Donaldson's Location
Evansville, Indiana, United States, United States
Greg Donaldson's Contact Details

Greg Donaldson work email

Greg Donaldson personal email

About Greg Donaldson

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. Strong business development professional skilled in Asset Management, Public Speaking, Equities, Writing, and Bloomberg.

Greg Donaldson's Current Company Details
Donaldson Family, LLC

Donaldson Family, Llc

View
Managing Partner
Evansville, IN, US
Website:
dcmol.com
Employees:
36
Greg Donaldson Work Experience Details
  • Donaldson Family, Llc
    Managing Partner
    Donaldson Family, Llc
    Evansville, In, Us
  • Donaldson Capital Management
    Member Board Of Directors
    Donaldson Capital Management Jan 1995 - Present
    View
  • Donaldson Capital Management
    Director Of Portfolio Strategy
    Donaldson Capital Management 1994 - Present
    Select individual stocks and bonds for the firms model portfolios, which ultimately leads to the holdings in our clients' portfolios.
  • Donaldson Capital Management
    Founder, Investment Advisor
    Donaldson Capital Management Dec 1994 - Aug 2024
    Evansville, Indiana Area
    I am founder and past chair of the firm. I am working more and more with some of our new investment initiatives and mentoring many of our staff.

Greg Donaldson Skills

Public Speaking Business Strategy Using Statistics To Model The Valuation Of Stocks Writing Macro Economic Strategist Valuation Economics Trading Bloomberg Asset Allocation Portfolio Management Financial Analysis Investments Equities Fixed Income Investment Management Financial Modeling Due Diligence Asset Management Strategic Planning

Greg Donaldson Education Details

Frequently Asked Questions about Greg Donaldson

What company does Greg Donaldson work for?

Greg Donaldson works for Donaldson Family, Llc

What is Greg Donaldson's role at the current company?

Greg Donaldson's current role is Managing Partner.

What is Greg Donaldson's email address?

Greg Donaldson's email address is gd****@****mol.com

What is Greg Donaldson's direct phone number?

Greg Donaldson's direct phone number is +181248*****

What schools did Greg Donaldson attend?

Greg Donaldson attended Purdue University Daniels School Of Business, Petersburg High School.

What skills is Greg Donaldson known for?

Greg Donaldson has skills like Public Speaking, Business Strategy, Using Statistics To Model The Valuation Of Stocks, Writing, Macro Economic Strategist, Valuation, Economics, Trading, Bloomberg, Asset Allocation, Portfolio Management, Financial Analysis.

Who are Greg Donaldson's colleagues?

Greg Donaldson's colleagues are Andrew Richmond, Alan Van Cleef, Olivia Barton, Kira Vaal, Cfp®, Crpc®, Marvin Wright, Marcus Bloom, Jace Stieler.

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