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Marvin Wright

Senior Portfolio Manager, partner at Donaldson Capital Management
Intro Book
Seasoned tax professional with 40+ years of experience in tax, financial planning, and small business consulting.
  • Claim this Profile
Location
Evansville, Indiana, United States, US
Skills
  • Tax
  • Cpa
  • Financial Planning
  • Tax Preparation
  • Estate Planning
  • Show all
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Bio

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Topline AI
Marvin Wright is a seasoned tax professional with 40+ years of experience in tax, financial planning, and small business consulting. He has held leadership positions at Donaldson Capital Management, Kemper CPA Group LLP, and Wright Consultants, LLC. Marvin has expertise in tax preparation, partnership taxation, corporate tax, and estate planning, with proficiency in QuickBooks and financial software.

Experience

  • Donaldson Capital Management
    • 20 SW First St, Evansville, IN 47708
    • Senior Portfolio Manager, partner
      • Jan 2014 - Present
      • 20 SW First St, Evansville, IN 47708
  • Kemper CPA Group LLP
    • partner
      • Dec 1983 - Present

      Focus on tax and business consulting for small businesses. Personal financial planning with business owners and individuals including estate planning, retirement planning, risk managment, education planning, tax planning and investment management.

  • Wright Consultants, LLC
    • Evansville, Indiana Area
    • Owner
      • Nov 1983 - Nov 2007
      • Evansville, Indiana Area

      Wright Consultants merged with Kemper CPA Group in November, 2007

  • Sanders & Company
    • Partner
      • Sep 1980 - Nov 1983

Education

  • 1973 - 1977
    University of Evansville
  • 1973 - 1977
    University of Evansville

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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