Profil
Mr. Donaldson joined Trust Company of Connecticut in June 2008.
He is a resident of Fairfield, Connecticut and holds a Certified Trust and Financial Advisor Certificate (CTFA) and an Accredited Estate Planner Certificate (AEP).
He earned his in B.A. from Westminster College and his masters’ degree from the University of Pittsburgh.
He is a member of the Planned Giving Committees of the New York Chapter of the Arthritis Foundation and the University of Pittsburgh.
Anciens postes connus de James N. Donaldson
| Sociétés | Poste | Fin |
|---|---|---|
NewAlliance Bank (Trust Co. of Connecticut)
NewAlliance Bank (Trust Co. of Connecticut) Investment Trusts/Mutual FundsMiscellaneous Trust Co. of Connecticut's equity holdings are primarily large-cap growth stocks. The firm uses bottom-up research in their stock selection. Investing across all sectors, they maintain a low turnover rate | Gestionnaire de Portefeuille-Actions | 11/10/2012 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
NewAlliance Bank (Trust Co. of Connecticut)
NewAlliance Bank (Trust Co. of Connecticut) Investment Trusts/Mutual FundsMiscellaneous Trust Co. of Connecticut's equity holdings are primarily large-cap growth stocks. The firm uses bottom-up research in their stock selection. Investing across all sectors, they maintain a low turnover rate | Miscellaneous |
















