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Instructor

James N. Donaldson

Practical Experience:

James N. Donaldson is a New York Institute of Finance faculty member specializing in wealth management planning and issues for U.S. and International clients. His experience provides insight into complex and abstract concepts in wealth management and multi-generation wealth planning.

Prior to his current position with TD Banknorth, N.A., as Senior Vice President & Senior Wealth Advisor, he held similar positions at JPMorgan Chase ; The Chase Manhattan Private Bank; Chemical Bank; and Bankers Trust Company (now Deutsche Bank Trust).

James N. Donaldson is certified as an Accredited Estate Planner (AEP) and as a Certified Trust & Financial Advisor (CTFA).He is a Past-President of the Estate Planning Council of New York City, Inc. and is listed in Who’s Who in Finance and Industry.

Areas of Expertise:

Wealth Management

International Tax and Estate Planning

Generational Wealth Transfer

Education:

BA in Political Science from Westminster College

M.Ed from University of Pittsburgh

Heckerling Institute of Estate Planning at University of Miami Law School

Corporate Finance & Capital Markets Innovation, Globecom Group

Corporate Trust School, Cannon Financial, Boston University

Licenses:


  • CTFA
  • AEP
  • CCTS

    • Membership(s):

    Estate Planning Council of New York City, Inc.

    Estate Planning Council of Westchester County, Inc.

    Planned Giving Committees of New York Chapter of The Arthritis Foundation and the University of Pittsburgh.

    Courses: