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Joe Zabratanski

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Joe Zabratanski

Chief Investment Officer and Investment Advisor | Donaldson Capital Management

Park Ridge, Illinois, United States

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Joe Zabratanski

Summary

Joe Zabratanski is an accomplished Chief Investment Officer and Senior Investment Advisor with extensive experience in investment strategy and portfolio management. With a strong academic background, including an MBA and CPA, he has developed expertise in alternative investments and asset management. Joe has held key leadership roles at Donaldson Capital Management, where he currently oversees investment strategies and advisory services. His previous positions at Amsted Industries and BMO Capital Markets have equipped him with a diverse skill set in both finance and marketing. Joe's journey reflects a unique blend of financial acumen and strategic leadership, making him a valuable asset in the investment landscape. He is passionate about leveraging technology to enhance investment performance and client satisfaction. Outside of work, Joe is interested in emerging technologies and their impact on financial markets.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Joe Zabratanski

Work Experience

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Chief Investment Officer and Investment Advisor at

Donaldson Capital Management

January 2017 - Present

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Board Member at

Donaldson Capital Management

January 2012 - Present

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Sr. Portfolio Manager and Vice President Fixed Income at

Donaldson Capital Management

November 2011 - January 2017

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Vice President, Institutional Fixed Income at

BMO Capital Markets

September 2002 - November 2011

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Vice President Sales and Marketing at

Amsted Industries

February 2000 - September 2002

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Controller at

Amsted Industries

March 1997 - February 2000

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Auditor, Cash Management Analyst, Cost Accountant at

Amsted Industries

January 1992 - March 1997

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Frequently Asked Questions about Joe Zabratanski

What is Joe Zabratanski email address?

Joe Zabratanski's primary email address is ************@dcmol.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Joe Zabratanski work for?

Joe Zabratanski is a Chief Investment Officer and Investment Advisor at Donaldson Capital Management, a company specializing in Security brokers & dealers.

Where Joe Zabratanski graduated from?

Joe Zabratanski holds a degree in Accounting from DePaul University.

How can I directly contact Joe Zabratanski?

To contact Joe Zabratanski directly, you can use the email address ************@dcmol.com. Complete contact information is available upon registration with Muraena.

Who is Joe Zabratanski?

Joe Zabratanski is an accomplished Chief Investment Officer and Senior Investment Advisor with extensive experience in investment strategy and portfolio management. With a strong academic background, including an MBA and CPA, he has developed expertise in alternative investments and asset management. Joe has held key leadership roles at Donaldson Capital Management, where he currently oversees investment strategies and advisory services. His previous positions at Amsted Industries and BMO Capital Markets have equipped him with a diverse skill set in both finance and marketing. Joe's journey reflects a unique blend of financial acumen and strategic leadership, making him a valuable asset in the investment landscape. He is passionate about leveraging technology to enhance investment performance and client satisfaction. Outside of work, Joe is interested in emerging technologies and their impact on financial markets.

Joe`s contact details

mail

************@dcmol.com

Colleagues

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Cfp Kyle Markle

Chief Investment Officer & Senior Investment Advisor

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Cfp Brandon Roop Crps

VP of Investment Advisory & Sr. Investment Advisor

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Fpqp™ Ciavon Hartman

Chief of Operations & Chief Compliance Officer

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Rick Roop

VP & Sr. Portfolio Mgr

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