Tom Yako

Membre du Comité d'Investissement chez McDonald Partners LLC

Profil

Mr. Thomas A. Yako is a Director of Managed Assets at McDonald Partners LLC He has more than 20 years of experience in the securities industry, with a wide array of responsibilities.
He supports and provides analytical information to Financial Advisors on mutual funds, separate account managers and other investment vehicles.
In addition, he is responsible for all performance reporting associated with McDonald Partners’ fee-based investment accounts.
As a member of the firm’s Investment Committee, he is involved with the review and due diligence process associated with alternative investments.
Mr. Yako began his career with McDonald Investments, where he worked with Financial Advisors to develop strategic asset allocation programs, investment policy statements and performance reports for clients including foundations, endowments, ERIA plans and high net-worth individuals.
He was also instrumental in developing and implementing an Investment Consulting Process to over 500 financial advisors, which encompassed current portfolio analysis, optimal portfolio development, investment policy creation and investment program implementation and monitoring.
He is a graduate of Cleveland State University with a Bachelor’s Degree in Finance.

Postes actifs de Tom Yako

Sociétés	Poste	Début
McDonald Partners LLC	Membre du Comité d'Investissement	01/01/2022