Kirk Donaldson

President/CSO, LoanBeam
Kirk Donaldson is a senior financial industry professional with over 18 years of experience in client development, financial services, and asset management. Mr. Donaldson currently serves as President of LoanBeam, a SaaS-based firm specializing in calculating borrower income for the mortgage industry.

Mr. Donaldson previously served as Vice President at Morgan Stanley, leading the international investor and retirement investments business within the private investments group in New York City. Prior to that, he was Senior Vice President of the Global Wealth Management Group at Merrill Lynch, overseeing private and institutional assets. In addition, Mr. Donaldson founded Quidnet Capital Partners, an investment fund specializing in global opportunities, where he currently serves as non-executive Chairman.

Mr. Donaldson also has a background in global oil and gas consulting, with a focus on emerging markets. In that capacity, Mr. Donaldson leveraged his expertise in political relationship management and capital introductions on behalf of companies focusing on exploration and production in the United States, the Middle East, and Africa.

In addition to his domestic and international investment experience, Mr. Donaldson serves on the board of directors of Sonoro Energy, and served as President of the Bond Club of New York, the oldest financial association in America. He is a current board member and former treasurer of The National Galleries and Library of Scotland, and is a founding member of the British Relief Fund