Beth Ann Dietsch
Portfolio Manager-Equities at Donaldson Capital Management LLC
Profile
Ms. Beth A.
Dietsch is a Lead Investment Advisor at Donaldson Capital Management LLC.
She joined the firm in 2001.
Ms. Dietsch’s prior work experience included customer service positions in the banking industry and in the regional offices of the Subway Sandwich Shops.
She earned the Financial Planner Qualified Professional™ (FPQP) designation in 2014, obtained her Series 65 license in 2015, and earned her Chartered Retirement Planning Counselor® (CRPC) designation in 2021.
Beth Ann Dietsch 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 | 2000-12-31 |
Experiences
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1st degree connections
1st degree companies
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Female
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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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