As a Portfolio Manager, Donnie is responsible for constructing, monitoring, and actively managing client investment portfolios. He has been in the financial industry
for nearly 20 years and has educated, guided, and advised thousands of individual investors and business owners. He is also a voting member of the Columbia Trust
Company Investment Committee, where he contributes economic research and votes on the firm’s strategic asset allocation objectives. He is a Chartered Financial Analyst through the CFA Institute, a Certified Financial Planner through the CFP Board, a Certified Exit Planning Advisor through the Exit Planning Institute, and has a Bachelor of Science degree in finance from California State University. Based in California, Donnie covers the Northern California and Nevada regions for Columbia Trust Company.