Preston May
Analyst-Equity bij Donaldson Capital Management LLC
Profiel
Mr. Preston May is an Assistant Portfolio Manager & Analyst at Donaldson Capital Management LLC.
He spent his first year and a half as a Portfolio Support Services Analyst.
In this role, he served clients by conducting trading operations and rebalancing client portfolios.
He now serves clients by providing the Investment Policy Committee with macroeconomic, company, and market research.
He works to ensure the IPC has the necessary information to aid in their rigorous decision-making process.
He holds Bachelor of Arts in Economics with minors in Business and Political Science from the Indiana University in 2015.
While at Indiana University, he was a member of the Phi Beta Kappa honorary society and held a Teaching Assistant position with the Department of Economics.
In January of 2019, Preston earned the Certified Business Economist (CBE) designation.
Actieve functies van Preston May
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Analyst-Equity | 01-05-2015 |
Opleiding van Preston May
| Indiana University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
|---|---|
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 |
