Derek Alton Riddle
Portfolio Manager-Equities at Donaldson Capital Management LLC
Profile
Mr. Derek A.
Riddle is an Investment Advisor at Donaldson Capital Management LLC.
He joined the firm in March 2021.
Mr. Riddle joined Charles Schwab’s High-Net-Worth Active Trader Team in Phoenix, Arizona.
In this role, he enjoyed providing client education such as how to read charts, actively trade using technical analysis, and different options strategies.
He has provided support for a Hedge Fund for Securities, Software, and Consulting and was an experienced Financial Consultant and a successful Branch Manager with TD Ameritrade.
He graduated from the University of Southern Indiana in 2008 with a Bachelor of Science in Radio and Television Broadcast Technology.
In 2011, he completed his MBA at the University of Phoenix.
He earned his Chartered Retirement Planning Counselor® (CRPC®) designation in 2018.
Derek Alton Riddle active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 01/03/2021 |
Training of Derek Alton Riddle
| University of Southern Indiana | Undergraduate Degree |
| University of Phoenix | Masters Business Admin |
Experiences
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Linked companies
| Private companies | 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 |
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