Profile
Mr. Joseph W.
Donaldson is a Founder & Managing Partner at Forsyth Capital LLC.
His responsibilities include portfolio management, equity research, marketing, and administration.
In 1985, Mr. Joseph Donaldson began his professional career with Price Waterhouse in Atlanta, Georgia.
From 1988 to 1990, he worked in the investment bank audit group of Citibank’s New York office.
From 1990 to 1998, he worked in real estate workouts at Lehman Brothers, Inc. and then as an Analyst in Lehman’s equity research department.
He joined the buy-side in 1998 joining First Manhattan Company, a value-oriented investment management firm.
While there, Mr. Donaldson provided fundamentally based U.S.
equity research for the company’s 10 plus portfolio managers.
From 2001 to 2008, he worked as a Senior Equity Analyst at Steinberg Asset Management before joining Epoch Investment Partners in 2005 (several employees left Steinberg Asset Management to form Epoch Investment Partners).
While at Epoch, Joseph co-managed the firm’s small cap U.S.
equity product while also providing research support to the firm’s all cap U.S.
equity product.
In 2008, he joined McClain Value Management LLC, a Connecticut-based investment management firm, as a Partner and ran the firm’s small cap U.S.
equity product.
He received his undergraduate degree from the University of Georgia and an MBA from Columbia Business School.
Former positions of Joseph Wilkins Donaldson
| Companies | Position | End |
|---|---|---|
Epoch Investment Partners, Inc.
 Epoch Investment Partners, Inc. Investment ManagersFinance Epoch Investment Partners, Inc. (Epoch) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Bill Priest and David Pearl in 2004. They are a subsidiary of TD Bank US Holding Co., ultimately owned by The Toronto-Dominion Bank (NYSE: TD) in Canada. Epoch provides investment advisory services to primarily institutional clients. | Analyst-Equity | 31/12/2007 |
Steinberg Asset Management LLC
 Steinberg Asset Management LLC Investment ManagersFinance Steinberg Asset Management LLC (SAM) is a registered investment advisor headquartered in New York City. It was founded by Michael A. Steinberg in 1982 as Steinberg Priest & Sloane Capital Management LLC. The firm is a subsidiary of Steinberg Asset Management Co., Inc., which is owned by the Steinberg 2001 Family Trust. SAM manages separate accounts in primarily all-cap value equity portfolios for institutions, pensions, endowments, foundations, and high net worth individuals. It also manages certain client accounts in small-cap, and small-to-mid-cap strategies. | Analyst-Equity | 31/12/2004 |
Forsyth Capital LLC
 Forsyth Capital LLC Investment ManagersFinance Forsyth Capital LLC is an independent SEC-registered investment advisor headquartered in New Canaan, Connecticut. It was founded by Joseph W. Donaldson in 2020. The firm provides investment advisory services in the form of actively managed discretionary accounts for institutional and high net worth clients. | Founder | - |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Corporate Officer/Principal | - |
Training of Joseph Wilkins Donaldson
| University of Georgia | Undergraduate Degree |
| Columbia Business School | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
First Manhattan Co.
 First Manhattan Co. Investment ManagersFinance First Manhattan Co. (FMC) is a wealth management firm headquartered in New York City. The firm was founded by David Gottesman in 1964. FMC provides investment advice to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other types of business entities, institutional clients and the FMC ETF, a non-transparent exchange-traded fund that is a registered investment company. | Finance |
Steinberg Asset Management LLC
Steinberg Asset Management LLC Investment ManagersFinance Steinberg Asset Management LLC (SAM) is a registered investment advisor headquartered in New York City. It was founded by Michael A. Steinberg in 1982 as Steinberg Priest & Sloane Capital Management LLC. The firm is a subsidiary of Steinberg Asset Management Co., Inc., which is owned by the Steinberg 2001 Family Trust. SAM manages separate accounts in primarily all-cap value equity portfolios for institutions, pensions, endowments, foundations, and high net worth individuals. It also manages certain client accounts in small-cap, and small-to-mid-cap strategies. | Finance |
Voya Investment Management Co. LLC
 Voya Investment Management Co. LLC Investment ManagersFinance Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles. | Finance |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Commercial Services |
Epoch Investment Partners, Inc.
Epoch Investment Partners, Inc. Investment ManagersFinance Epoch Investment Partners, Inc. (Epoch) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Bill Priest and David Pearl in 2004. They are a subsidiary of TD Bank US Holding Co., ultimately owned by The Toronto-Dominion Bank (NYSE: TD) in Canada. Epoch provides investment advisory services to primarily institutional clients. | Finance |
Forsyth Capital LLC
Forsyth Capital LLC Investment ManagersFinance Forsyth Capital LLC is an independent SEC-registered investment advisor headquartered in New Canaan, Connecticut. It was founded by Joseph W. Donaldson in 2020. The firm provides investment advisory services in the form of actively managed discretionary accounts for institutional and high net worth clients. | Finance |
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