Ron Patberg
Portfolio Manager-Aktien bei Donaldson Capital Management LLC
Profil
Mr. Ronald J.
Patberg is a Senior Investment Advisor & Business Development Coach at Donaldson Capital Management LLC.
He serves as a Board Member of the Bartholomew County School Foundation and President of the alumni association of Lambda Chi Alpha fraternity at Hanover College.
Mr. Patberg began his career as a Trust Administrator in Retirement Plan Services at Irwin Union Bank.
He joined Irwin Union Advisory Services, a fee-only financial planning firm providing investment management, estate, retirement, educational and tax planning.
He successfully grew his business in 16 years.
He graduated from Hanover College in 1990 with a BA degree in Business Administration and a minor in Economics.
In April 1998, he successfully completed the CFP Board’s requirements for certification and is a Certified Financial Planner professional.
Aktive Positionen von Ron Patberg
Unternehmen | Position | Beginn |
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Donaldson Capital Management LLC
Donaldson Capital Management LLC Investment ManagersFinance Donaldson Capital Management LLC (DCM) is an independent, SEC-registered investment advisor headquartered in Evansville, Indiana and was founded in 1995 by Gregory Donaldson. DCM provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, foundations, corporations and other business entities. | Portfolio Manager-Aktien | 01.02.2014 |
Ausbildung von Ron Patberg
Hanover College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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Donaldson Capital Management LLC
Donaldson Capital Management LLC Investment ManagersFinance Donaldson Capital Management LLC (DCM) is an independent, SEC-registered investment advisor headquartered in Evansville, Indiana and was founded in 1995 by Gregory Donaldson. DCM provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, foundations, corporations and other business entities. | Finance |