John H. Donaldson, CFA

John H. Donaldson, CFA

Vice President & Director of Fixed Income

Mr. John Donaldson has been with Haverford since 2008. John has more than 40 years of 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.

Contact Information

610.995.8754

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Certifications & Education

B.A. Economics, University of Pennsylvania

Chartered Financial Analyst (CFA) designation

Previous Experience

Portfolio Manager
Penn Mutual Life Insurance

Managing Director & Portfolio Manager
Logan Capital Management

Principal & Portfolio Manager
1838 Investment Advisors

Affiliations & Memberships

Member
CFA Society of Philadelphia

Member
CFA Institute

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

Fixed Income Team

John H. Donaldson, CFA

John H. Donaldson, CFA

Vice President & Director of Fixed Income
610.995.8754

John M. Derderian, CRCP

Vice President & Portfolio Manager
610.995.8724

Jeanne Pattalino

Fixed Income Investment Specialist
610.995.8725