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Ted Richard Stone
Gestionnaire de Portefeuille-Actions chez McDonald Partners LLC
Profil
Mr. Ted R.
Stone is a Managing Director at McDonald Partners LLC.
He joined the firm in September 2011 and is responsible for investment management and oversight of personal and institutional trusts.
He provides custom investment solutions and is a trusted advisor to his clients.
With more than 20 years of trust and wealth management experience, he has managed client portfolios and investment activities as well as worked with foundations, endowments, institutions and trusts across the United States.
Mr. Stone has served as a lead portfolio manager for National City Bank’s private client group.
He also was the chair of the Portfolio and Fund Risk Management Committee at Huntington National Bank before becoming a vice president and senior portfolio manager at Huntington.
He earned his bachelor’s degree in finance and communication from the University of Toledo.
Postes actifs de Ted Richard Stone
Sociétés | Poste | Début |
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McDonald Partners LLC
![]() McDonald Partners LLC Investment ManagersFinance McDonald Partners LLC is an independent, dually-registered investment adviser and broker-dealer headquartered in Cleveland, Ohio. It has additional offices in Ann Arbor & Boyne City, Michigan, and Toledo, Ohio. The firm was founded by Thomas McDonald in 2005. McDonald Partners provides a variety of investment management services through its Financial Advisors to individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. | Gestionnaire de Portefeuille-Actions | 01/09/2011 |
Formation de Ted Richard Stone
University of Toledo (Ohio) | Undergraduate Degree |
Expériences
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Relations au 1er degré
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Entreprise privées | 1 |
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McDonald Partners LLC
![]() McDonald Partners LLC Investment ManagersFinance McDonald Partners LLC is an independent, dually-registered investment adviser and broker-dealer headquartered in Cleveland, Ohio. It has additional offices in Ann Arbor & Boyne City, Michigan, and Toledo, Ohio. The firm was founded by Thomas McDonald in 2005. McDonald Partners provides a variety of investment management services through its Financial Advisors to individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. | Finance |