Joseph Donaldson Email & Phone Number | HTG Investment Advisors Inc. (“HTG”) is a registered investment advisor and we are proud of our 30-year history of providing financial planning and investment management advice to individuals and families. As a fee-only fiduciary firm, we are committed to providing unbiased advice. Our clients can count on us to be honest, transparent, and straightforward in all matters. Our thoughtful approach, collective credentials, experience, and longevity set us apart. Located in New Canaan, CT, we serve clients nationwide. Whether you are concerned about retirement planning, paying for college, saving on taxes, helping a loved one or giving to charity, we can guide you and your family towards your goals and a greater sense of long-term financial security. HTG maintains all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://www.htgadvisors.com/.

Joseph Donaldson

HTG Investment Advisors Inc. (“HTG”) is a registered investment advisor and we are proud of our 30-y...
New Canaan, Connecticut, United States

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Joseph Donaldson’s Email joseph@htgadvisors.com

Joseph Donaldson’s Phone Numbers +1 203-972-****

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Joseph Donaldson’s Location New Canaan, Connecticut, United States

Joseph Donaldson’s Current Industry Htg Investment Advisors

Joseph Donaldson’s Prior Industry Forsyth Capital | Mcclain Value Management | Epoch Investment Partners | Steinberg Asset Management

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Financial Advisor

2022-08-01 00:00:00 - Present

Managing Partner / Portfolio Manager

2021-04-01 00:00:00 - 2022-08-01 00:00:00

Managing Partner / Portfolio Manager

2008-01-01 00:00:00 - 2021-04-01 00:00:00

Managing Director

2004-01-01 00:00:00 - 2008-01-01 00:00:00

Senior Analyst

2001-01-01 00:00:00 - 2004-01-01 00:00:00

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Joseph Donaldson is a HTG Investment Advisors Inc. (“HTG”) is a registered investment advisor and we are proud of our 30-year history of providing financial planning and investment management advice to individuals and families. As a fee-only fiduciary firm, we are committed to providing unbiased advice. Our clients can count on us to be honest, transparent, and straightforward in all matters. Our thoughtful approach, collective credentials, experience, and longevity set us apart. Located in New Canaan, CT, we serve clients nationwide. Whether you are concerned about retirement planning, paying for college, saving on taxes, helping a loved one or giving to charity, we can guide you and your family towards your goals and a greater sense of long-term financial security. HTG maintains all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://www.htgadvisors.com/.

Joseph Donaldson has prior
experience in the following industries:
Forsyth Capital | Mcclain Value Management | Epoch Investment Partners | Steinberg Asset Management

Joseph Donaldson has the following professional experience:
Htg Investment Advisors | Forsyth Capital | Mcclain Value Management | Epoch Investment Partners | Steinberg Asset Management