![Monica H. McDonald](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Monica H. McDonald
Nessuna posizione attualmente
Profilo
Ms. McDonald joined Homrich Berg in 2004.
Prior to that, she worked more than four years at The Ayco Company, a Goldman Sachs company.
While at Ayco, she worked on a team to provide comprehensive financial services to corporate executives as well as high-net-worth individuals.
Before Ayco, she spent approximately ten years as the assistant financial manager for a national real estate executive, performing all aspects of family office duties.
She earned a bachelor's degree in finance from Florida State University.
Ms. McDonald is a member of the National Association of Personal Financial Advisors and the Midtown Atlanta Rotary Club, where she serves as co-editor of the weekly newsletter, the Midtown Messenger
Precedenti posizioni note di Monica H. McDonald
Società | Posizione | Fine |
---|---|---|
The Ayco Co. LP
![]() The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations. | Corporate Officer/Principal | - |
Homrich & Berg, Inc. (Investment Management)
![]() Homrich & Berg, Inc. (Investment Management) Investment ManagersFinance Homrich & Berg, Inc. (Investment Management) (H&B-IM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Andrew J. Berg in 1989 and is a subsidiary of HB Weath Management LLC. H&B-IM primarily provides wealth management services mainly to individuals and families, but also to trusts, retirement plans, corporate entities, foundations, and family offices. | Corporate Officer/Principal | - |
Formazione di Monica H. McDonald
Florida State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
---|---|
Homrich & Berg, Inc. (Investment Management)
![]() Homrich & Berg, Inc. (Investment Management) Investment ManagersFinance Homrich & Berg, Inc. (Investment Management) (H&B-IM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Andrew J. Berg in 1989 and is a subsidiary of HB Weath Management LLC. H&B-IM primarily provides wealth management services mainly to individuals and families, but also to trusts, retirement plans, corporate entities, foundations, and family offices. | Finance |
The Ayco Co. LP
![]() The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations. | Finance |
- Borsa valori
- Insiders
- Monica H. McDonald