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Marvin Wright
Senior Portfolio Manager, Partner at Donaldson Capital Management
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Work Experience
Senior Portfolio Manager, Partner
Jan 2014 - Present · 11 years
Partner
Dec 1983 - Present · 41 years and 1 months
Wright Consultants, LLC
Owner
Nov 1983 - Nov 2007 · 24 years
Company Details
Serving wealth management clients, non-profits, and retirement plans since 1995. * * * * * * Donaldson Capital Management, LLC, is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Donaldson Capital Management, LLC, Form ADV Part 2A & 2B can be obtained by written request directly to: 20 NW 1st St#500, Evansville, IN 47708. Neither the information nor any opinion expressed it so be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice. This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person who may receive this report.
Year Founded
1995
Social Media
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Industry
Investment Management
HQ Location
20 NW 1st St Suite 500 Evansville, Indiana 47708, US
Keywords
Wealth & Investment ManagementFinancial PlanningFoundations & EndowmentsRetirement
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