Profile
Donald W.
Hultgren is currently the Chairman, Executive VP & Head-Business Strategy at WEDBUSH, Inc. He is also a Member of the CFA Institute, Financial Planning Association, and Institute of Chartered Financial Analysts, Inc. Previously, Mr. Hultgren served as the President, Chief Executive Officer & Director at SWS Group, Inc. from 2007 to 2010.
He was also the Chairman of the American Heart Association, Inc. Additionally, he worked as the MD-Corporate Finance & Research Director at Raymond James & Associates, Inc. from 1989 to 2000.
He has also held positions as a Director at Comprehensive Software Systems LLC and as the President of Three Part Advisors LLC.
Mr. Hultgren completed his undergraduate degree at Augustana College (Illinois) in 1979.
He later obtained an MBA from The University of Texas at Austin in 1981.
Donald W. Hultgren active positions
| Companies | Position | Start |
|---|---|---|
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services Operates leadership and advocacy organization | Corporate Officer/Principal | - |
Institute of Chartered Financial Analysts, Inc. | Corporate Officer/Principal | 17/11/2009 |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Corporate Officer/Principal | 26/10/2010 |
WEDBUSH, Inc.
WEDBUSH, Inc. Financial ConglomeratesFinance Provides financial, securities brokerage, wealth management and investment banking services | Chairman | - |
Former positions of Donald W. Hultgren
| Companies | Position | End |
|---|---|---|
Three Part Advisors LLC
Three Part Advisors LLC Investment ManagersFinance Provides investment research | President | 01/06/2016 |
| SWS GROUP INC | Chief Executive Officer | 18/08/2010 |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/01/2000 |
American Heart Association, Inc.
American Heart Association, Inc. Miscellaneous Commercial ServicesCommercial Services Operates a voluntary health organization | Chairman | - |
Comprehensive Software Systems LLC
Comprehensive Software Systems LLC Packaged SoftwareTechnology Services Provides broker and transaction processing software to the financial services industry | Director/Board Member | - |
Training of Donald W. Hultgren
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 11 |
|---|---|
SWS Group, Inc.
SWS Group, Inc. Investment Banks/BrokersFinance Offers securities clearing and financial services | Finance |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
WEDBUSH, Inc.
WEDBUSH, Inc. Financial ConglomeratesFinance Provides financial, securities brokerage, wealth management and investment banking services | Finance |
Augustana College (Illinois)
Augustana College (Illinois) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Texas at Austin
The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
American Heart Association, Inc.
American Heart Association, Inc. Miscellaneous Commercial ServicesCommercial Services Operates a voluntary health organization | Commercial Services |
Comprehensive Software Systems LLC
Comprehensive Software Systems LLC Packaged SoftwareTechnology Services Provides broker and transaction processing software to the financial services industry | Technology Services |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Commercial Services |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services Operates leadership and advocacy organization | Commercial Services |
Institute of Chartered Financial Analysts, Inc. | |
Three Part Advisors LLC
Three Part Advisors LLC Investment ManagersFinance Provides investment research | Finance |
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