Matthew Donaldson, CTFA

Matt is a Trust Officer in our Chattanooga office and holds the Certified Trust and Fiduciary Advisor (CTFA) designation.  In this role, he actively supports family trust relationships and builds partnerships with professional advisors and beneficiaries, oftentimes working alongside business-owning families. He also helps lead business development efforts across the Carolinas, Alabama, and East Tennessee.

A native of Birmingham, Matt graduated from Samford University with a Bachelor of Arts degree in Psychology. He also holds an MBA degree with a specialization in Finance from the University of South Carolina and is currently completing the Accredited Estate Planner (AEP) Designation. Prior to joining Pendleton Square, he was a manager in sales and operations for an outdoor manufacturer in Greenville, South Carolina. Matt is an active member and volunteer with Rotaract, the Chattanooga Estate Planning Council, and the Southeastern Climbers Coalition. He resides on Signal Mountain and loves spending time with his wife and son.