Matthew Stephen Wright

Employer firm

Donaldson Capital Management LLC CRD 106131

$3.46B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 05/2017
  Astra Zeneca/Bristol-Myers Squibb
  Mt. Vernon, IN
• 05/2017 → 05/2021
  Evansville Vanderburgh School Corp
  Evansville, IN
• 05/2021 → Present
  Donaldson Capital Management
  Evansville, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-22