Joseph Donaldson

Joseph Donaldson Email and Phone Number

Financial Advisor - Fee-only Advisor helping clients achieve financial independence and navigate financial transitions @ HTG Investment Advisors Inc.
Joseph Donaldson's Location
New Canaan, Connecticut, United States, United States
Joseph Donaldson's Contact Details

Joseph Donaldson personal email

n/a

Joseph Donaldson phone numbers

About Joseph Donaldson

HTG Investment Advisors Inc. (“HTG”) is a registered investment advisor and we are proud of our 30-year history of providing financial planning and investment management advice to individuals and families. As a fee-only fiduciary firm, we are committed to providing unbiased advice. Our clients can count on us to be honest, transparent, and straightforward in all matters. Our thoughtful approach, collective credentials, experience, and longevity set us apart. Located in New Canaan, CT, we serve clients nationwide. Whether you are concerned about retirement planning, paying for college, saving on taxes, helping a loved one or giving to charity, we can guide you and your family towards your goals and a greater sense of long-term financial security.HTG maintains all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://www.htgadvisors.com/.

Joseph Donaldson's Current Company Details
HTG Investment Advisors Inc.

Htg Investment Advisors Inc.

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Financial Advisor - Fee-only Advisor helping clients achieve financial independence and navigate financial transitions
Joseph Donaldson Work Experience Details
  • Htg Investment Advisors Inc.
    Financial Advisor
    Htg Investment Advisors Inc. Aug 2022 - Present
    New Canaan, Connecticut, United States
    View
  • Forsyth Capital Llc
    Managing Partner / Portfolio Manager
    Forsyth Capital Llc Apr 2021 - Aug 2022
    New Canaan, Connecticut, United States
    Forsyth Capital is a concentrated U.S. small cap strategy investing for institutional and high net worth clients.
  • Mcclain Value Management
    Managing Partner / Portfolio Manager
    Mcclain Value Management 2008 - Apr 2021
    Joined as a partner in 2008 to transition MVM from a retail-oriented investment firm to an institutional platform. Manage the firm's small cap value product and Opportunity strategy (a concentrated best ideas portfolio). Generalist with primary research coverage including industrial services, consumer discretionary, consumer staples, healthcare and information technology. Employ fundamental analysis including model building and industry analysis to arrive at investment decisions.
  • Epoch Investment Partners, Inc.
    Managing Director
    Epoch Investment Partners, Inc. 2004 - 2008
    New York, Ny
    One of the founding employees of Epoch after the split-off from Steinberg Asset Management. Co-managed the firm's small cap product and provided research/stock selection for the all-cap and large-cap products.
  • Steinberg Asset Management
    Senior Analyst
    Steinberg Asset Management 2001 - 2004

Joseph Donaldson Skills

Asset Management Investments Financial Modeling Equities Hedge Funds Portfolio Management Capital Markets Valuation Private Equity Accounting Financial Accounting

Joseph Donaldson Education Details

Frequently Asked Questions about Joseph Donaldson

What company does Joseph Donaldson work for?

Joseph Donaldson works for Htg Investment Advisors Inc.

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

Joseph Donaldson's current role is Financial Advisor - Fee-only Advisor helping clients achieve financial independence and navigate financial transitions.

What is Joseph Donaldson's email address?

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What is Joseph Donaldson's direct phone number?

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What schools did Joseph Donaldson attend?

Joseph Donaldson attended Columbia Business School, University Of Georgia - Terry College Of Business.

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Joseph Donaldson has skills like Asset Management, Investments, Financial Modeling, Equities, Hedge Funds, Portfolio Management, Capital Markets, Valuation, Private Equity, Accounting, Financial Accounting.

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