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Beth Ann Dietsch
Portfolio Manager-Equities at
Donaldson Capital Management LLC
Finance
Profile
Ms. Beth A. Dietsch is a Senior 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 DCM only invests in companies that pay generous dividends that have consistently increased, and are likely to continue to increase their dividends. The firm employs investment strategies using individual stocks, bonds or a combination of both designed to best fulfill the needs of their clients, focusing on income and/or growth. They use fundamental, technical and statistical analysis in formulating investment advice. | Portfolio Manager-Equities | 01/01/2001 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
14
1st degree connections
1
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Donaldson Capital Management LLC
Donaldson Capital Management LLC Investment ManagersFinance DCM only invests in companies that pay generous dividends that have consistently increased, and are likely to continue to increase their dividends. The firm employs investment strategies using individual stocks, bonds or a combination of both designed to best fulfill the needs of their clients, focusing on income and/or growth. They use fundamental, technical and statistical analysis in formulating investment advice. | Finance |
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