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Jordan M. Whitledge, Cfa, Cfp®, Mba Email & Phone Number

Lead Advisor at Donaldson Capital Management at Donaldson Capital Management
Location: Evansville, Indiana, United States 11 work roles 2 schools
1 work email found @dcmol.com 1 phone found area 812 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email j****@dcmol.com
Direct phone (812) ***-****
LinkedIn Profile matched
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Current company
Donaldson Capital Management
Role
Lead Advisor at Donaldson Capital Management
Location
Evansville, Indiana, United States
Company size
36 employees

Who is Jordan M. Whitledge, Cfa, Cfp®, Mba? Overview

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Quick answer

Jordan M. Whitledge, Cfa, Cfp®, Mba is listed as Lead Advisor at Donaldson Capital Management at Donaldson Capital Management, a company with 36 employees, based in Evansville, Indiana, United States. AeroLeads shows a work email signal at dcmol.com, phone signal with area code 812, and a matched LinkedIn profile for Jordan M. Whitledge, Cfa, Cfp®, Mba.

Jordan M. Whitledge, Cfa, Cfp®, Mba previously worked as Lead Advisor at Donaldson Capital Management and Portfolio Manager at Old National Wealth Management. Jordan M. Whitledge, Cfa, Cfp®, Mba holds Bachelor Of Science, Economics from University Of Southern Indiana.

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Email format at Donaldson Capital Management

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*@dcmol.com
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AeroLeads found 1 current-domain work email signal for Jordan M. Whitledge, Cfa, Cfp®, Mba. Compare company email patterns before reaching out.

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About Jordan M. Whitledge, Cfa, Cfp®, Mba

Jordan M. Whitledge, Cfa, Cfp®, Mba is a Lead Advisor at Donaldson Capital Management at Donaldson Capital Management. He possess expertise in public speaking, nonprofits, event planning, politics, public relations and 45 more skills. Colleagues describe him as "I had the pleasure of working with Jordan at SS&C Technologies in 2015. His ability to adapt and overcome any investing related obstacle was apparent from the very beginning. His professionalism and leadership qualities created a team environment that allowed us to work succinctly and efficiently. We started out as colleagues and since have become lifelong friends. There is not another person that I could say would be a more valuable asset to any team in any other field or company. " and "I have known Jordan nearly my entire life and have had the good fortune to know him as both a colleague and a friend. While working together at SS&C, Jordan went out of his way to be a resource and mentor. It really speaks to his character that despite the fast pace and high stress environment that we have worked in, I have never seen him anything but calm and collected. Moreover, Jordan always made a point to make time for myself and others when he was in a position to assist. His greatest strengths have always been professionalism, motivation, and knowledge. Jordan has always conducted himself in a kind and respectful manner, and quickly works to develop knowledge and mastery of the subjects at hand. You would be hard pressed to find someone more willing to put in the hours and effort that I have seen Jordan pour into his career and education. Overall, he is well-rounded and was a value addition to our office."

Listed skills include Public Speaking, Nonprofits, Event Planning, Politics, and 46 others.

Current workplace

Jordan M. Whitledge, Cfa, Cfp®, Mba's current company

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Donaldson Capital Management
Donaldson Capital Management
Lead Advisor at Donaldson Capital Management
evansville, indiana, united states
Website
dcmol.com
Employees
36
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11 roles

Jordan M. Whitledge, Cfa, Cfp®, Mba work experience

A career timeline built from the work history available for this profile.

Portfolio Manager

Old National Wealth Management

Evansville, Indiana Area

Portfolio ManagementI help individual and institution clients achieve their financial and investment goalsMeet with clients and discuss their current life situation and future goals, overall construction of their portfolio, and performance historyIndividual clients: IRA, agencies, trusts etcInstitutional clients: foundations, endowments, businessesHolistic.

Nov 2016 - Jun 2022

Fellow

Mitch Daniels Leadership Foundation

Indianapolis, Indiana Area

MDLF Mission: Enable Leaders. Drive Change.Build a network of innovators and leaders who refuse to accept the status quo as good enough, constantly aim higher, and execute courageously.

May 2019 - May 2021

Senior Associate - Investor Relations

Ss&C Technologies

Evansville, Indiana Area

Addressed inquiries from hedge fund managers, investors, and other interested parties.Maintained fund liquidity, lock-up review, and cash maintenance.Performed risk management screenings for investors and clients.Prepared financial reports for accountants and fund managers.

Oct 2015 - Nov 2016

Investor Relations Associate

Ss&C Technologies

Evansville, Indiana Area

Addressed inquiries from hedge fund managers, investors, and other interested parties.Maintained fund liquidity, lock-up review, and cash maintenance.Performed risk management screenings for investors and clients.Prepared financial reports for accountants and fund managers.

Jul 2014 - Sep 2015

Technology Commercialization Fellow

University Of Southern Indiana

Evansville, Indiana Area

Worked with DOD patents to create commercialized products.Led a team of fellows to create a sustainable business model for tech products.Ran financial models and pitched business models to venture capitalists.

May 2014 - Jul 2014

Constituent Services Representative

United States Senate

Indianapolis, Indiana Area

Advocated on behalf of Hoosiers to federal agencies.Networked with business, academia, and non-profit leaders to find partnership prospects.Managed constituent casework on federal issues – DOD, VA, SBA, USPS, DOT, and DOL.Attended Congressional briefings and seminars for legislative updates.

Jul 2013 - May 2014

Global Engagement Fellowship

University Of Southern Indiana

Jaipur Area, India

I taught English and math to children and led a women's empowerment project in an impoverished community in Jaipur, India. I lived and worked with students from all over the world and was immersed in the Indian culture.

Jul 2012 - Aug 2012

Student Government Association President

University Of Southern Indiana

Evansville, Indiana Area

Led USI’s effort to for the state-wide passage of the “Indiana Lifeline Law.”Managed and implemented an organizational budget of $86,000.Organized, delegated, and executed organizational initiatives to achieve goals.

Apr 2011 - Apr 2012
Team & coworkers

Colleagues at Donaldson Capital Management

Other employees you can reach at dcmol.com. View company contacts for 36 employees →

GL Gray Long Gray Long Colleague at Donaldson Capital Management Atlanta Metropolitan Area, United States View → CC C. Colby Decker C. Colby Decker Colleague at Donaldson Capital Management Evansville, Indiana, United States, United States View → ER Ellen Rogier, Fpqp™ Ellen Rogier, Fpqp™ Colleague at Donaldson Capital Management Evansville, Indiana, United States, United States View → BD Bryce Duncan Bryce Duncan Colleague at Donaldson Capital Management Evansville, Indiana, United States, United States View → KV Kira Vaal, Cfp®, Crpc® Kira Vaal, Cfp®, Crpc® Colleague at Donaldson Capital Management Evansville, Indiana, United States, United States View → MW Matthew Wright, Cpa Matthew Wright, Cpa Colleague at Donaldson Capital Management Evansville, Indiana, United States, United States View → JS Jace Stieler Jace Stieler Colleague at Donaldson Capital Management Newburgh, Indiana, United States, United States View → AR Andrew Richmond Andrew Richmond Colleague at Donaldson Capital Management Evansville, Indiana, United States, United States View → CS Charlotte Smith Charlotte Smith Colleague at Donaldson Capital Management Rossville, Illinois, United States, United States View → GD Greg Donaldson Greg Donaldson Colleague at Donaldson Capital Management Evansville, Indiana, United States, United States View →
2 education records

Jordan M. Whitledge, Cfa, Cfp®, Mba education

Bachelor Of Science, Economics

University Of Southern Indiana

Activities and Societies: Student Government Association, Lambda Chi Alpha Fraternity, Pre-Law Club, National Society of Collegiate Scholars

FAQ

Frequently asked questions about Jordan M. Whitledge, Cfa, Cfp®, Mba

Quick answers generated from the profile data available on this page.

What company does Jordan M. Whitledge, Cfa, Cfp®, Mba work for?

Jordan M. Whitledge, Cfa, Cfp®, Mba works for Donaldson Capital Management.

What is Jordan M. Whitledge, Cfa, Cfp®, Mba's role at Donaldson Capital Management?

Jordan M. Whitledge, Cfa, Cfp®, Mba is listed as Lead Advisor at Donaldson Capital Management at Donaldson Capital Management.

What is Jordan M. Whitledge, Cfa, Cfp®, Mba's email address?

AeroLeads has found 1 work email signal at @dcmol.com for Jordan M. Whitledge, Cfa, Cfp®, Mba at Donaldson Capital Management.

What is Jordan M. Whitledge, Cfa, Cfp®, Mba's phone number?

AeroLeads has found 1 phone signal(s) with area code 812 for Jordan M. Whitledge, Cfa, Cfp®, Mba at Donaldson Capital Management.

Where is Jordan M. Whitledge, Cfa, Cfp®, Mba based?

Jordan M. Whitledge, Cfa, Cfp®, Mba is based in Evansville, Indiana, United States while working with Donaldson Capital Management.

What companies has Jordan M. Whitledge, Cfa, Cfp®, Mba worked for?

Jordan M. Whitledge, Cfa, Cfp®, Mba has worked for Donaldson Capital Management, Old National Wealth Management, Mitch Daniels Leadership Foundation, Ss&C Technologies, and University Of Southern Indiana.

Who are Jordan M. Whitledge, Cfa, Cfp®, Mba's colleagues at Donaldson Capital Management?

Jordan M. Whitledge, Cfa, Cfp®, Mba's colleagues at Donaldson Capital Management include Gray Long, C. Colby Decker, Ellen Rogier, Fpqp™, Bryce Duncan, and Kira Vaal, Cfp®, Crpc®.

How can I contact Jordan M. Whitledge, Cfa, Cfp®, Mba?

You can use AeroLeads to view verified contact signals for Jordan M. Whitledge, Cfa, Cfp®, Mba at Donaldson Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Jordan M. Whitledge, Cfa, Cfp®, Mba attend?

Jordan M. Whitledge, Cfa, Cfp®, Mba holds Bachelor Of Science, Economics from University Of Southern Indiana.

What skills is Jordan M. Whitledge, Cfa, Cfp®, Mba known for?

Jordan M. Whitledge, Cfa, Cfp®, Mba is listed with skills including Public Speaking, Nonprofits, Event Planning, Politics, Public Relations, Microsoft Office, Fundraising, and Social Media.

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