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Donaldson Capital Management
The Trading Specialist role at Donaldson Capital Management involves independently managing and executing trades across various asset classes, including equities, mutual funds, ETFs, and fixed income. The position requires conducting pre-trade analysis, monitoring portfolios for rebalancing, and ensuring accurate reconciliation and settlement of trades. This role also supports compliance efforts and provides data-driven insights to advisors and the Investment Policy Committee.
Headquarters
Evansville, Indiana, United States
Company Size
51-200 employees
Founded
1995
Donaldson Capital Management is a financial advisory firm offering custom financial planning and investment management services. Their team of experienced advisors works with clients from offices in Atlanta, GA; Columbus, IN; and Evansville, IN. They deliver personalized investment strategies and planning tailored to clients’ long‑term goals such as retirement planning, wealth accumulation, and risk management. DCM emphasizes a client‑focused, advisor‑led approach to help individuals and families navigate financial decisions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Donaldson Capital Management.