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Paul Frank McDonald
Plus aucun poste en cours
Profil
Mr. Paul F.
McDonald is Wealth Advisor at Morton Capital Management LLC.
He serves on the Investment Committee at Morton Capital and is the lead representative for the Schwab Advisor Network.
He has been in the financial services business since 1994, including more than ten years as an investment advisor with Morton Capital.
He joined the firm in October 2003.
A retired Navy commander, Mr. McDonald served 22 years on active duty, highlighted by his accumulation of over 2,500 hours as a tactical coordinator and mission commander in the Lockheed P-3 Orion aircraft as well as tours of duty as Officer-in-Charge, Patrol Squadron Sixty-Five; Training Officer, Commander Reserve Patrol Wing Pacific; and, Executive Officer, Naval Air Reserve Point Mugu.
He was previously employed for eight years as a senior investment consultant with Charles Schwab & Company, Inc.
Mr. McDonald received his undergraduate degree from the University of California, Los Angeles and an MBA from California State University-Northridge.
Anciens postes connus de Paul Frank McDonald
| Sociétés | Poste | Fin |
|---|---|---|
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Corporate Officer/Principal | - |
US Department of the Navy (District of Columbia)
 US Department of the Navy (District of Columbia) SovereignGovernment Naval service branch of the government | Corporate Officer/Principal | - |
Morton Capital Management LLC
 Morton Capital Management LLC Investment ManagersFinance Morton designs and implements standardized investment strategies based on general investment guidelines provided by its Investment Committee. Each client portfolio is then customized to consider a client’s unique objectives, including goals, risk tolerance, time horizon, liquidity needs and concerns. Investment portfolios are diversified with respect to asset classes and manager styles to minimize the risks associated with individual securities, specific asset class, style, or manager. | Membre du Comité d'Investissement | - |
Formation de Paul Frank McDonald
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Morton Capital Management LLC
Morton Capital Management LLC Investment ManagersFinance Morton designs and implements standardized investment strategies based on general investment guidelines provided by its Investment Committee. Each client portfolio is then customized to consider a client’s unique objectives, including goals, risk tolerance, time horizon, liquidity needs and concerns. Investment portfolios are diversified with respect to asset classes and manager styles to minimize the risks associated with individual securities, specific asset class, style, or manager. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Finance |
University of California, Los Angeles
 University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
California State University-Northridge
 California State University-Northridge Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
US Department of the Navy (District of Columbia)
US Department of the Navy (District of Columbia) SovereignGovernment Naval service branch of the government | Government |
