Perfil
Mr. Richard McDonald, CFA, is a Vice President & Investment Manager at CitizensTrust Wealth Management.
He has over 21 years of industry experience.
He is responsible for leading the fixed-income process for CitizensTrust and serves on the CitizensTrust Investment Policy Committee.
Mr. McDonald worked previously as a security analyst at Eakle Associates, Inc.
He holds the Chartered Financial Analyst (CFA) designation and serves as a member of the CFA Institute and its member societies in Los Angeles and New York.
Cargos activos de Richard McDonald
| Empresas | Cargo | Inicio |
|---|---|---|
CitizensTrust Wealth Management
 CitizensTrust Wealth Management Investment ManagersFinance CitizensTrust Wealth Management (CitizensTrust) is a wealth management firm headquartered in Ontario, California. The firm is owned by Citizens Business Bank, a subsidiary of CVB Financial Corp. (NASDAQ: CVBF). CitizensTrust provides trust and wealth management services to individuals and families, businesses, endowments and foundations, and Taft Hartley plans. | Head-Fixed Income Invts | 01/01/2001 |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 1 |
|---|---|
CitizensTrust Wealth Management
CitizensTrust Wealth Management Investment ManagersFinance CitizensTrust Wealth Management (CitizensTrust) is a wealth management firm headquartered in Ontario, California. The firm is owned by Citizens Business Bank, a subsidiary of CVB Financial Corp. (NASDAQ: CVBF). CitizensTrust provides trust and wealth management services to individuals and families, businesses, endowments and foundations, and Taft Hartley plans. | Finance |
- Bolsa de valores
- Insiders
- Richard McDonald
