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Marvin James Wright
Portefeuillebeheerder-Aandelen bij
Donaldson Capital Management LLC
Profiel
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.
Actieve functies van Marvin James Wright
| Bedrijven | Functie | Begin |
|---|---|---|
Donaldson Capital Management LLC
 Donaldson Capital Management LLC Investment ManagersFinance DCM only invests in companies that pay generous dividends that have consistently increased, and are likely to continue to increase their dividends. The firm employs investment strategies using individual stocks, bonds or a combination of both designed to best fulfill the needs of their clients, focusing on income and/or growth. They use fundamental, technical and statistical analysis in formulating investment advice. | Portefeuillebeheerder-Aandelen | 01-01-2014 |
Opleiding van Marvin James Wright
Ervaring
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46
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2
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
University of Evansville
 University of Evansville Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Donaldson Capital Management LLC
Donaldson Capital Management LLC Investment ManagersFinance DCM only invests in companies that pay generous dividends that have consistently increased, and are likely to continue to increase their dividends. The firm employs investment strategies using individual stocks, bonds or a combination of both designed to best fulfill the needs of their clients, focusing on income and/or growth. They use fundamental, technical and statistical analysis in formulating investment advice. | Finance |
