Serving wealth management clients, non-profits, and retirement plans since 1995.

Retirement

Donaldson Capital Management

Donaldson Capital Management's headquarters in Evansville, IN, United States

Matthew Wright

Cfp® Kevin Coombs

Rick Roop

Stephen Obenchain

Cfp® Collin Brinker Abfp™

Jace Stieler

The Investment Management team at Donaldson Capital Management is responsible for developing and executing tailored investment strategies for clients, including wealth management, non-profits, and retirement plans. They analyze market trends, manage portfolio performance, and ensure efficient trading operations to achieve optimal client outcomes. The team collaborates closely to align investment objectives with clients' specific financial goals.

Investment Management

The Leadership Team at Donaldson Capital Management is responsible for setting the strategic direction and vision of the company, overseeing financial management, and ensuring the delivery of exceptional wealth management services. This team collaborates on investment strategies, operational efficiencies, and business growth, leveraging their extensive expertise to drive performance for clients, non-profits, and retirement plans.

Donaldson Capital Management

Org chart

Teams

Investment Management

Leadership Team

Offices

Donaldson Capital Management

Org chart

Teams

Investment Management

Leadership Team

Offices

Related companies