Nicholas Frank MacDonald
Portfolio Manager-Aktien bei Mariner LLC
Profil
Mr. Nicholas F.
MacDonald is an Associate Wealth Advisor at Mariner LLC.
Mr. MacDonald builds and maintains client relationships by working as part of a wealth team that provides comprehensive wealth management plans to clients.
He also serves as a daily contact for clients, assists with the team’s administrative needs and provides support on a variety of projects.
Prior to joining Mariner Wealth Advisors, he was a research analyst and securities trader for Granite Investment Advisors.
Before that, he worked at PEG Capital Management as a portfolio manager and research analyst.
He has Bachelor of Science degree in Business Administration from the University of Hartford.
Aktive Positionen von Nicholas Frank MacDonald
| Unternehmen | Position | Beginn |
|---|---|---|
Mariner LLC
 Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Portfolio Manager-Aktien | 01.04.2022 |
Ehemalige bekannte Positionen von Nicholas Frank MacDonald
| Unternehmen | Position | Ende |
|---|---|---|
Granite Investment Advisors LLC
 Granite Investment Advisors LLC Investment ManagersFinance Granite Investment Advisors LLC (Granite) is an investment advisory firm headquartered in Concord, New Hampshire. The firm was founded in 1983 and formerly known as E. R. Taylor Investments, as Boston Private Value Investors, Inc. and as Granite Investment Advisors, Inc. They are a subsidiary of Mariner LLC, which is owned by Mariner Wealth Advisors LLC. Granite builds and manages customized investment portfolios for affluent individuals, corporations, and non-profit institutions. | Analyst-Equity | 01.12.2021 |
PEG Capital Management, Inc.
 PEG Capital Management, Inc. Investment ManagersFinance Founded in 1981, PEG Capital Management, Inc. is a registered investment advisor firm located in Canaan, New Hampshire | Corporate Officer/Principal | 01.01.2015 |
Ausbildung von Nicholas Frank MacDonald
| University of Hartford | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Granite Investment Advisors LLC
Granite Investment Advisors LLC Investment ManagersFinance Granite Investment Advisors LLC (Granite) is an investment advisory firm headquartered in Concord, New Hampshire. The firm was founded in 1983 and formerly known as E. R. Taylor Investments, as Boston Private Value Investors, Inc. and as Granite Investment Advisors, Inc. They are a subsidiary of Mariner LLC, which is owned by Mariner Wealth Advisors LLC. Granite builds and manages customized investment portfolios for affluent individuals, corporations, and non-profit institutions. | Finance |
PEG Capital Management, Inc.
PEG Capital Management, Inc. Investment ManagersFinance Founded in 1981, PEG Capital Management, Inc. is a registered investment advisor firm located in Canaan, New Hampshire | Finance |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
