Ron Patberg

Ron Patberg

Portfolio Manager-Equities at Donaldson Capital Management LLC

Consumer Services
Finance

Profile

Mr. Ronald J.
Patberg is a Senior Investment Advisor & Business Development Coach at Donaldson Capital Management LLC.
He serves as a Board Member of the Bartholomew County School Foundation and President of the alumni association of Lambda Chi Alpha fraternity at Hanover College.
Mr. Patberg began his career as a Trust Administrator in Retirement Plan Services at Irwin Union Bank.
He joined Irwin Union Advisory Services, a fee-only financial planning firm providing investment management, estate, retirement, educational and tax planning.
He successfully grew his business in 16 years.
He graduated from Hanover College in 1990 with a BA degree in Business Administration and a minor in Economics.
In April 1998, he successfully completed the CFP Board’s requirements for certification and is a Certified Financial Planner professional.

Ron Patberg active positions

CompaniesPositionStart
Portfolio Manager-Equities 01/02/2014
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Training of Ron Patberg

Hanover College Undergraduate Degree

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Connections

26

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2

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Private companies1

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