![Rich McDonald](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Rich McDonald
Head-Fixed Income Invts bei
Moneta Group Investment Advisors LLC
Profil
Mr. Richard P.
McDonald is a Managing Director of Capital Markets at Moneta Group Investment Advisors LLC.
He provides Moneta Principals and their clients expert investment guidance, portfolio modeling, securities research, and financial analyses.
Eager to contribute in whatever way he can to client success, he often attends client meetings and reviews.
Prior to joining Moneta, he served as Fixed Income Advisor at Buckingham Asset Management.
He received his Bachelor of Science in Information Systems from University of Idaho and his Master of Business Administration from Saint Louis University.
Aktive Positionen von Rich McDonald
| Unternehmen | Position | Beginn |
|---|---|---|
Moneta Group Investment Advisors LLC
 Moneta Group Investment Advisors LLC Investment ManagersFinance Moneta serves as an objective, third-party professional to assist clients in managing the overall investment process. The investment allocations developed between the firm and their clients are based on various considerations and are expected to offer the opportunity to diversify their portfolio in a manner consistent with the clients’ investment objectives and risk tolerance. | Head-Fixed Income Invts | 01.02.2010 |
Ehemalige bekannte Positionen von Rich McDonald
| Unternehmen | Position | Ende |
|---|---|---|
Buckingham Strategic Wealth LLC
 Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham practices an evidence-based approach to investing. The firm typically creates a portfolio of passively and/or evidence-based mutual funds and, where appropriate, individual fixed income securities and closed-end funds, and can use model portfolios if the models match a client's investment policy. They allocate a client’s assets among various investments taking into consideration the client’s unique ability, need and willingness to take risks. | Corporate Officer/Principal | - |
Ausbildung von Rich McDonald
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
23
Beziehungen ersten Grades
4
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Moneta Group Investment Advisors LLC
Moneta Group Investment Advisors LLC Investment ManagersFinance Moneta serves as an objective, third-party professional to assist clients in managing the overall investment process. The investment allocations developed between the firm and their clients are based on various considerations and are expected to offer the opportunity to diversify their portfolio in a manner consistent with the clients’ investment objectives and risk tolerance. | Finance |
Buckingham Strategic Wealth LLC
Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham practices an evidence-based approach to investing. The firm typically creates a portfolio of passively and/or evidence-based mutual funds and, where appropriate, individual fixed income securities and closed-end funds, and can use model portfolios if the models match a client's investment policy. They allocate a client’s assets among various investments taking into consideration the client’s unique ability, need and willingness to take risks. | Finance |
St. Louis University
 St. Louis University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Idaho
 University of Idaho Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
