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Marvin James Wright
Gestionnaire de Portefeuille-Actions chez Donaldson Capital Management LLC
Profil
Mr. Marvin J.
Wright, CPA, is a Senior Investment Advisor at Donaldson Capital Management LLC.
Mr. Wright worked with a national firm in Louisville and then became a partner in a local Evansville firm before founding Wright Consultants, LLC in 1983.
After twenty-four years of operating the accounting and financial services firm, Wright Consultants was merged into Kemper CPA Group, LLP in 2007, which is when he also joined Kemper Capital Management, LLC.
He has taught accounting and continuing education courses at the University of Southern Indiana and made numerous presentations to CPAs and small business owners.
He graduated with a BS in Accounting from the University of Evansville in 1977.
He earned his CPA license in 1980 and insurance licenses in 2000.
He earned his CFP® certification in 2004.
Postes actifs de Marvin James Wright
Sociétés | Poste | Début |
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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. | Gestionnaire de Portefeuille-Actions | 01/01/2014 |
Formation de Marvin James Wright
University of Evansville | Undergraduate Degree |
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Entreprise privées | 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 |