John H. Donaldson, CFA

John H. Donaldson, CFA

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Mr. John Donaldson, Vice President & Director of Fixed Income, has been with Haverford since 2008. John has more than 40 years experience in the investment industry; having worked with fixed income products since 1976. As Director of Fixed Income, he leads the fixed income team and participates on the Investment Selection Committee to recommend fixed income strategies for the firm. John also develops fixed income client relationships and manages their investment portfolios.

Education & Certifications

B.A. Economics, University of Pennsylvania

Chartered Financial Analyst (CFA) designation

Previous Experience

Portfolio Manager Penn Mutual Life Insurance in Horsham, PA

Managing Director and Portfolio Manager Logan Capital Management

Principal and Portfolio Manager 1838 Investment Advisors

Support Team

Fixed Income Team

John M. Derderian, Jr., CRCP Vice President & Portfolio Manager

Jeanne Pattalino Fixed Income Investment Officer

Affiliations & Memberships

Member CFA Society of Philadelphia

Member CFA Institute

Former Board of Directors member & former Chairman of Education Committee CFA Society of Philadelphia



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