Toggle navigation

Hunter G. Donaldson CAIA, CRPC®


Hunter G. Donaldson, CAIA®, CRPC®, Director, joined Sterling Capital Management in 2014 and has investment experience since 2005. He is a regional consultant covering the Midwest Territory. Prior to joining Sterling, he was with Oppenheimer Funds. He began his career as an advisor at Ameriprise Financial Services. Hunter received his B.S. in Business Finance with a minor in Mechanical Engineering from the University of Colorado. He holds the Chartered Alternative Investment Analyst® and Chartered Retirement Planning Counselor® designations.

View glossary of designations here

Area of Focus

  • Mutual Funds

Previous Experience

  • Ameriprise Financial Services Inc.
  • OppenheimerFunds Distributor Inc.


  • University of Colorado Boulder

Affiliations and Professional Licenses

  • Chartered Alternative Investment Analyst
  • Chartered Retirement Planning Counselor
  • FINRA Series 7, 63 & 65
Hunter G. Donaldson CAIA
Hunter G. Donaldson CAIA, CRPC®


Regional Consultant- Midwest

(303) 656-7844

Any information or opinions contained on this Website are those of Sterling Capital Management LLC, and not of Truist Financial Corporation or its executives. They are for general information only and are not meant to be predictions or an offer of individual or personalized investment advice. They are not intended as an offer or solicitation with respect to the purchase or sale of any security. This information and these opinions are subject to change without notice. Any type of investing involves risk and there are no guarantees that these methods will be successful. Sterling Capital Management LLC does not assume liability for any loss which may result from the reliance by any person upon such information or opinions.

Investment advisory services are available through Sterling Capital Management LLC, an investment adviser registered with the U.S. Securities & Exchange Commission (CRD# 135405) and an independently-operated subsidiary of Truist Financial Corporation. Sterling Capital Management LLC manages customized investment portfolios, provides asset allocation analysis and offers other investment-related services to affluent individuals and businesses. Securities and other investments held in investment management or investment advisory accounts at Sterling Capital Management LLC are not deposits or other obligations of Truist Financial Corporation, Truist Bank or any affiliate, are not guaranteed by Truist Bank or any other bank, are not insured by the FDIC or any other federal government agency, and are subject to investment risk, including possible loss of principal invested.