Kenneth S. Donaldson, CFP®, CTFA

Senior Portfolio Manager

Contact

kenneth.donaldson@usbank.com
513.632.2460 office

Education
B.S in Finance, B.A. in Economics
University of Evansville

Professional Designations or Licenses
CERTIFIED FINANCIAL PLANNER®

Certified Trust and Fiduciary Advisor (CTFA)

Started with PFMAM: 2023

Started in the Field: 1992

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Kenneth Donaldson, CFP, CTFA is a Senior Portfolio Manager based in Cincinnati, Ohio. He manages investment portfolios as a fiduciary agent for the OCIO team, serving pension funds, corporations, foundations, public entities, endowments, and insurance companies. Ken develops investment objectives and implements strategies using strategic and tactical asset allocation.

With over 30 years of experience in the financial industry, he has held roles in investment management, financial planning, brokerage, and compliance. Ken earned a B.S. in Finance and a B.A. in Economics from the University of Evansville and holds the Certified Financial Planner® (CFP) designation.

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