Our Staff Greg DonaldsonGreg Donaldson, founder of Donaldson Capital Management, has deep experience in the investment industry in a variety of capacities, since starting in 1975. Greg is a 1970 graduate of Purdue University with a BS degree in Industrial Economics. Following graduation, Greg moved to Indianapolis, Indiana, where he began his career as a Communications Consultant with Indiana Bell. He says his favorite job during his five years at the "Phone Company" was heading the marketing department's new consumer and business products area. In that role, he first became familiar with the company's early product offerings in digital technology, whose functionality was just as amazing then as it is today. During this same time Greg and a friend started a parking lot company, which grew to be the second largest such company in Indianapolis. The company was later sold to the largest parking lot operator in the country. Greg says of his parking lot days as a case of "moonlight catching fire." In May, 1975, Greg left Indiana Bell to join Traub and Co., a boutique investment banking firm specializing in bonds. He opened the firm's Evansville office in 1976. Five years later he left Traub and started a branch office for Raffensperger, Hughes & Co., at the time, the largest equity-oriented investment firm headquartered in the state of Indiana. At Raffensperger Hughes, he would become a life-long friend and understudy of the company's president, Gene Tanner, one of the most widely respected investment minds in the Midwest. Greg says that Gene Tanner not only taught him a lot about investing in stocks, but also how to deal with clients in a considerate and instructive way. In 1991 with Mr. Tanner's encouragement and backing, Greg co-founded Raffensperger Hughes Investment Advisors (RHIA), the money management arm of Raffensperger Hughes and Co. Out of that venture came The Sagamore Funds, a family of mutual funds that included The Sagamore Bond fund, which Greg managed and in 1993 was ranked as one of the top performing bond funds in the country. It was also during this time that Greg began to discover and develop the principles of investing that led to the Rising Dividend investment strategy. Greg, a leader and innovator in his industry, helped reorganize RHIA into a much larger enterprise when it became a direct subsidiary of one of Indiana's largest companies, the Associated Group. This new company was renamed Anthem Capital Management and its products, services, and staff were dramatically increased. At Anthem Capital, Greg was instrumental in forming a trust company and helping to co-found the Anthem Funds, a family of eight mutual funds. During his time at Anthem, he managed or co-managed his first dividend-oriented fund, a government securities fund, and a municipal fund. Wanting to run his own shop, Greg left his friends at Anthem in late 1994 and started Donaldson Capital Management. Greg credits the confidence to start his own firm to his many years working with his mentor Gene Tanner. Greg is Chairman and Director of Portfolio Strategy of Donaldson Capital Management. He is also an investment adviser representative of the firm. Greg serves on the Board of Directors for St. Mary's Heath Systems and is chairman of St. Mary's Audit Committee. In addition, he serves on the board of the Pumphrey Foundation and is a long-time member of the Lutheran Church of Our Redeemer Memorial Trust Fund. Greg and his wife, Joyce, are members of Redeemer Lutheran Church. They have two sons, Justin and Nick.  Mike HullMike Hull is President of Donaldson Capital Management, where he's been serving clients since 1997. DCM is the fourth business he has led successfully, and fortunately for us, the one he's decided he likes best. Mike was trained at one of the best management schools in the country – Purdue University's Krannert School of Management. In 1974, he went on to gain his MBA in Finance and International Business at Indiana University's Kelley School of Business, finishing in 1976. During his college years, Mike began his leadership and management experience by starting up a successful house painting business. Even today, he's one of the few people we know who looks forward to that periodic repainting job at home. Following IU, Mike gained first-hand experience at "big league" financial affairs at Irwin Management in Columbus, Indiana. Irwin Management is the private investment company of the J. Irwin Miller family, the founders of Cummins Engine Co. In 1982, Mike left to lead his second successful business as he became President of Blairex Laboratories, a small, but nationwide marketer of eye care and respiratory therapy products. Through his experience in house painting and at Blairex, Mike learned the critical importance of satisfying individual customers with customized service. From Blairex, Mike moved in 1988 to Mead Johnson Nutritionals, a $3 billion global subsidiary of Bristol-Myers Squibb. While there, Mike directed the marketing for several important products and also launched a new product. His most important contribution, however, proved to be leading Mead Johnson's initial entry into mainland China. Moving his family to Guangzhou, Mike guided every aspect of building the business from the factory itself to hiring the staff, to developing the business plan, & finally mastering the delicate politics of partnering with the Chinese government. As a result of this great experience, Mike has a deep understanding of a broad range of businesses, from very small to Fortune 50, from domestic to emerging market, from consumer to industrial to financial. He applies that knowledge to helping DCM choose the right quality companies for our clients' portfolios. He also carries with him one of his earliest lessons…the critical importance of understanding each customer as a unique individual and giving them the excellent service they deserve. Mike is an investment adviser representative of Donaldson Capital Management, a Registered Investment Advisor, a Chartered Retirement Planning Counselor, and a member of TD Ameritrade's National Advisor Panel. Mike also serves on the Boards of Directors for the Evansville Rescue Mission and Vanderburgh County Young Life. He is a founding member of the Lucky Dog Golf League. Mike and his wife, Carol, have five kids. They attend Crossroads Christian Church in Evansville and Sadieville Christian Church in Scott County, Kentucky.  Rick RoopRick Roop is Vice President of Portfolio Management for Donaldson Capital Management. He has been with the firm since 2001, and what a time to join the private money management industry! Rick's early days at DCM saw the September 11, 2001 tragedy and the 2 year-long economic recession that followed 9 / 11, plus the ".com" bust in the stock market. Fortunately for DCM and for our clients, Rick was well-prepared for shepherding clients successfully through those difficult times.  Randy AlsmanRandy Alsman came to Donaldson Capital Management after building a track record of success over 35 years in private industry. Graduating from Ball State University in 1973 with a Bachelors of Science in Accounting, Randy joined the audit staff of Price WaterhouseCoopers, one of the world's largest public accounting firms. As part of the firm's new Indianapolis office, Randy earned his CPA certification and spent more hours than he cares to remember examining the operations and financial statements of successful - and not so successful - businesses.  Laura RoopLaura became the third member of Donaldson Capital Management’s team in December of 1996. Prior to joining DCM, she worked in the Financial Aid Department at Ivy Tech State College, Terre Haute, Indiana. As a part of the young DCM, Laura learned many facets of the business from the services side to operations. Through the years, she’s successfully transferred that knowledge base to DCM’s tremendous staff of Client Services and Operations personnel and has enjoyed watching each of them grow into innovative, productive members of DCM’s team. “Having the range of personalities we do at DCM is a vital part of who we are. Lively discussions are an integral part of our decision-making processes and lead to some great results.” Laura earned a BS in Management from Indiana State University. She is currently studying for the Investment Advisers Compliance Certificate exam. Being active in the community, she is on the Warrick County Young Life committee and volunteers for the Easter Seals Rehabilitation Center’s special activities. In her spare time, Laura plays golf and attends exercise classes. She attends First Southern Baptist Church in Evansville. Laura lives in Newburgh with husband, Rick, and daughter, Lauren. Her son, Brandon, and daughter-in-law, Leah, live in Carmel, Indiana.  Carol StumpfCarol joined Donaldson Capital Management in 2001 as Director of Client Services. Prior to joining DCM, she worked in the Department of History at Butler University, was a Marketing Manager for a computer publishing firm and ran her own event planning business while raising her two children. Carol and the entire Client Services Department focus on getting to know each of our clients well enough to anticipate ways we can better serve their needs. Carol’s ability to connect with our clients allows her to deliver customized client service to each one on a personal level. Every Client Service Manager is teamed with a Portfolio Manager; Carol is teamed with Greg Donaldson. Carol states, “The most enjoyable part of my job is working with such wonderful people every day. Our clients are simply the nicest people I know, and I have made some life-long friends in the process of serving their financial needs. And then, I also get to work alongside my best friends every day at DCM. Life is good.” Carol graduated from Butler University with a BA in English. She and her husband, John, are members of Christ the King Catholic Church. She enjoys reading, gardening and wearing out the road to Chicago to be with her grandchildren.  Tom PiperTom, known to his family and friends as “Butch,” came to Donaldson Capital Management from Old National Bank in 2000 where he held several positions including Branch Assistant, Annuity Sales Manager, and Computer Applications Specialist. He was also part of the team that implemented the bank’s internet website.
 Beth DietschBeth came to Donaldson Capital Management in 2001. All of us have come to know Beth as the epitome of a person with a servant’s heart. Beth’s prior work experience included customer service positions in the banking industry and in the regional offices of the Subway Sandwich Shops. Beth is the Client Service Manager teamed with Rick Roop. They make a great duo because they each continually seek ways to keep in touch with our clients. Her ability to follow-up with our clients on their specific requests makes her a valuable part of DCM’s team. Beth’s extraordinary desire to serve and assist our clients with their financial needs becomes readily apparent to anyone who gets the chance to work with her. Beth and her husband, Mike, live in Newburgh with daughter, Megan, and son, Seth. Beth says keeping up with all of the children's activities is her second full-time job. She does, however, enjoy sports and dance activities with her children, as well as horseback riding and reading when she can fit it in. They attend Cross Roads Christian Church.  Ciavon HartmanCiavon graduated from the University of Southern Indiana in 2002 with a BS in Accounting and immediately joined Donaldson Capital Management as the Business Information Manager. Since that time, Ciavon has proved to be an incredibly quick study and is now the Director of Finance for DCM. Her responsibilities include all financial recordkeeping and reporting for DCM as well as preparing quarterly billing for clients. Ciavon’s attention to detail and her ability to improve current reporting and billing processes allows us all to provide our clients with the best possible service. She also has an innate enthusiasm for learning and teaching us about healthy life styles. She works out regularly and enjoys biking and swimming. While working her way through college, she worked at a local healthcare facility and developed a love and appreciation for working with the elderly. Ciavon and her husband, Matt, live in Evansville with their son, Landon.  John HullJohn H. joined Donaldson Capital Management in November of 2006. Prior to DCM, he was a technician for a car dealership in Indianapolis. As the Business Information Manager, John executes all trades for client accounts held with various custodians. In addition, he performs many vital Client Services’ duties including file creation and maintenance plus assists Portfolio Managers in preparing for client meetings. Currently, John is pursuing a BS in Global Leadership at the University of Evansville. For fun, he participates in a variety of activities, including white water kayaking, snowboarding and – his passion – working on cars. John lives in Evansville with his treasured dogs, Jack and Cammer.
 Kyle MarkleKyle joined DCM in December of 2008 as a Client Services Manager. He graduated from the University of Cincinnati in 2005 with a BBA in Finance and Management. Prior to joining DCM, Kyle worked as a Project Coordinator for a custom home building company in Cincinnati. As a Client Service Manager, Kyle is teamed with both Mike Hull and Randy Alsman. Kyle has always had an interest in the financial industry and intended on entering this industry sooner. However, upon his graduation from UC, an excellent opportunity presented itself in the real estate industry where he worked for three years. That experience provided him with insight into certain markets, but more importantly taught him a great deal about business. Kyle is also active in the community, serving on the Board of Directors for Gilda’s Club, Evansville. Kyle is originally from Evansville and decided to attend the University of Cincinnati to play baseball for the Bearcats. His hobbies include playing golf, watching baseball and working around their new house. Kyle and his wife, Abby, live in Evansville with their Labradoodle, Arnold. They attend Holy Rosary Church.  Brittany GibbsBrittany graduated Magna Cum Laude from Western Kentucky University with a BS in Healthcare Administration. Shortly thereafter, she relocated from her hometown of Bowling Green, Kentucky to Evansville, Indiana to pursue a career in healthcare. However, she quickly realized that she was attracted to the world of finance and actively sought a position in the business sector. After an internship with Donaldson Capital Management, Brittany proved to be an incredibly quick study and in February, 2010, was offered the position of Accounting Services Manager. Her responsibilities include downloading the prior day’s transaction activities from our various custodians into our portfolio management software system where she reconciles daily each client’s account with the account information the custodian provides. She assists our Senior Portfolio Managers and the DCM Director of Finance with ongoing account report preparations that will maximize the efficiency of the daily download. |
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