Donaldson Capital Management

0 followers

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

Industries

Retirement

Headquarters

Evansville, US

Employees

51-200

Links

Org chart

Greg Donaldson

Founder

Greg Donaldson

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Sara Williams

Director Of Communications

Stephen Obenchain

Director Of Regulatory & Systems Compliance

Matthew Wright

Chief Financial Officer

Cfp® Kevin Coombs

Lead Financial Planner - Team Lead

Charlotte Smith

Client Services Associate

Hope Mills

Client Services Associate

Teams

Investment Management

3 members

Leadership Team

3 members

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