![Jack 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>)
Profil
Mr. Jack McDonald is a Trader & Analyst at Colorado Financial Management LLC.
He joined Colorado Financial Management as a Trader and Analyst in 2022, after spending two years with the firm as a Research Intern.
He received his BS in Business Administration from the University of Colorado Boulder.
Postes actifs de Jack McDonald
| Sociétés | Poste | Début |
|---|---|---|
Lido Advisors LLC
 Lido Advisors LLC Investment ManagersFinance Lido utilizes an integrated wealth management approach to seek to help their clients achieve their financial goals while aiming to reduce market risks and manage volatility. The firm uses an integrated wealth strategy that involves tailored investment services that, among other things, select assets for their clients that are less correlated to one another. These assets include not only the traditional asset classes such as fixed income, equities, and cash, but also real estate debt, foreign securities, American Depository Receipts, hybrid offerings, and Alternative Investments, such as Liquid and Non-Liquid Alternative Investments and Non-Liquid Fixed Income investments. | Trading-Equity | 01/09/2023 |
Anciens postes connus de Jack McDonald
| Sociétés | Poste | Fin |
|---|---|---|
Colorado Financial Management LLC
 Colorado Financial Management LLC Investment ManagersFinance CFM seeks to outperform benchmarks in a risk-controlled way, matching every client to their unique risk tolerance. The firm creates a well-diversified portfolio for each client, based on their goals, time horizon, and tolerance for risk. They follow a principal protected investment strategy and invest in a breadth of asset classes, including individual stocks, mutual funds and ETFs, alternative assets, and fixed income. For the stock portion of the portfolio, CFM chooses equities that offer growth at a reasonable price (GARP). The firm uses active managers and/or ETFs for small-cap, international, and alternative assets and strategies. For fixed income, they utilize individual bonds, funds, and ETFs. | Analyst-Equity | 01/09/2023 |
Formation de Jack McDonald
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
23
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Colorado Financial Management LLC
Colorado Financial Management LLC Investment ManagersFinance CFM seeks to outperform benchmarks in a risk-controlled way, matching every client to their unique risk tolerance. The firm creates a well-diversified portfolio for each client, based on their goals, time horizon, and tolerance for risk. They follow a principal protected investment strategy and invest in a breadth of asset classes, including individual stocks, mutual funds and ETFs, alternative assets, and fixed income. For the stock portion of the portfolio, CFM chooses equities that offer growth at a reasonable price (GARP). The firm uses active managers and/or ETFs for small-cap, international, and alternative assets and strategies. For fixed income, they utilize individual bonds, funds, and ETFs. | Finance |
Lido Advisors LLC
Lido Advisors LLC Investment ManagersFinance Lido utilizes an integrated wealth management approach to seek to help their clients achieve their financial goals while aiming to reduce market risks and manage volatility. The firm uses an integrated wealth strategy that involves tailored investment services that, among other things, select assets for their clients that are less correlated to one another. These assets include not only the traditional asset classes such as fixed income, equities, and cash, but also real estate debt, foreign securities, American Depository Receipts, hybrid offerings, and Alternative Investments, such as Liquid and Non-Liquid Alternative Investments and Non-Liquid Fixed Income investments. | Finance |
University of Colorado Boulder
 University of Colorado Boulder Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
