BRANDON ROOP, CFP®, CRPS®
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Brandon Roop, CFP®, CRPS® - Portfolio Manager & Director - Institutional Services

Brandon Roop, CFP®, CRPS® joined Donaldson Capital Management (DCM) in October 2010 as a Portfolio Manager.  In July 2013, Brandon was named Director – Institutional Services. As a part of his role as Portfolio Manager, Brandon sits on the Investment Policy Committee and is responsible for conducting research, analysis, and oversight on certain sectors of the economy and spearheads the execution of one of DCM’s equity strategies. In addition to his responsibilities as Portfolio Manager, as Director – Institutional Services, he is in charge of growing this segment of the DCM business by offering our management expertise through third-party institutional channels.

Brandon graduated from Wabash College in 2006 with a Bachelor of Arts degree in Economics and a minor in Spanish. He played four years of football for the Little Giants and in addition to being elected Team Captain, Brandon was named All-Conference Honorable Mention. He credits much of his discipline and work ethic to the extensive training he went through as a collegiate athlete.

After graduation, Brandon joined ACES Power Marketing, based in Carmel, IN. ACES is an energy trading and risk management provider to Energy Cooperatives throughout the country. Entering the quickly evolving natural gas industry in 2006, Brandon's determination and ability to adapt earned him several opportunities to advance. Purchasing and scheduling several billion cubic feet of natural gas on a dozen different pipelines across the United States and Canada, Brandon learned firsthand how to not only manage, but optimize clients' asset portfolios. While at ACES, Brandon attended the Indiana University Kelley School of Business, and after joining DCM, he earned his MBA with an emphasis in finance in 2011.

In October, 2013, Brandon successfully completed the CFP Board’s requirements for certification and is a Certified Financial Planner™ professional.
In December, 2016, Brandon successfully completed the Chartered Retirement Plans SpecialistSM professional designation program through the College for Financial Planning and is a CRPS® professional. As a part of this accomplishment, Brandon will be in charge of leading DCM into the significantly important realm of pre-retirement investment management for business owners and their employees.

Brandon and his wife, Leah, live in Newburgh with their daughter, Reagan, and son, Ramsey. They actively participate in many ministries and non-profits, as well as attend Onelife Church in Evansville.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Chartered Retirement Plans SpecialistSM and CRPS® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.


 
Contact Info:
Office Phone: 812.402.7293
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Brandon Roop