Kyle Markle

Directeur en chef des Investissements chez Donaldson Capital Management LLC

Profil

Mr. Matthew K.
Markle is a Chief Investment Officer & Senior Investment Advisor at Donaldson Capital Management LLC.
He has been in his current role since October 2016 and has been with the firm since December 2008.
As Co-Chief Investment Officer, he oversees the investment process for all client portfolios.
This includes leading the Investment Policy Committee to a shared view of the global economy and its impact on the stock and bond markets, proposing strategic changes to DCM portfolios, and guiding the manufacturing of portfolios managed by DCM.
He has been a member of the IPC since 2013.
As an Investment Advisor, he works with clients to ensure their goals and objectives are being addressed with the proper investment strategy.
He also works closely with clients on financial planning matters including tax planning, estate planning, and generational wealth transfer.
He has a BBA in Finance and Management from the University of Cincinnati (Ohio) and is a Certified Financial Planner professional.

Postes actifs de Kyle Markle

Sociétés	Poste	Début
Donaldson Capital Management LLC	Directeur en chef des Investissements	01/10/2016

Formation de Kyle Markle

University of Cincinnati (Ohio)

Undergraduate Degree