Philip McDonald

Gestore di Portafoglio-Azioni presso Horizon Investments LLC

Finance

Consumer Services

Profilo

Philip Robert McDonald is currently the Head of Custom Portfolios at Horizon Investments LLC since 2023.
Prior to this, he worked at Symmetry Partners LLC from 2010 to 2023, where he held the position of MD-Research, Investments & President from 2022 to 2023.
Mr. McDonald obtained an MBA from the University of Connecticut in 2009 and an undergraduate degree from Georgetown University in 1999.

Posizioni attive di Philip McDonald

Società	Posizione	Inizio
Horizon Investments LLC Horizon Investments LLC Investment ManagersFinance Horizon Investments LLC is an independent registered investment headquartered in Charlotte, North Carolina with an additional office in Columbia, South Carolina. The firm was founded by John Johnson in 1995. Horizon Investments provides services to a number of types of clients, including registered investment companies, wrap programs, third party investment advisers, individuals (including high net worth individuals), trusts, estates and charitable organizations, corporations or other business entities, not for profit entities, institutions, and pension and profit-sharing plans.	Gestore di Portafoglio-Azioni	01/07/2023

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Precedenti posizioni note di Philip McDonald

Società	Posizione	Fine
Symmetry Partners LLC Symmetry Partners LLC Investment ManagersFinance Symmetry Partners LLC is a private-held, SEC-registered investment advisor headquartered in Glastonbury, Connecticut. It was founded in 1994 by Patrick Sweeny and David Connelly, Jr. The firm provides investment advisory services to individuals, trusts, charitable organizations, pension and profit-sharing plans, corporations, and State and government entities, and Symmetry Panoramic Funds through multiple distribution channels.	Direttore della Ricerca - Azioni	01/01/2016

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Formazione di Philip McDonald

University of Connecticut	Masters Business Admin
Georgetown University	Undergraduate Degree

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Aziende private	2
Horizon Investments LLC Horizon Investments LLC Investment ManagersFinance Horizon Investments LLC is an independent registered investment headquartered in Charlotte, North Carolina with an additional office in Columbia, South Carolina. The firm was founded by John Johnson in 1995. Horizon Investments provides services to a number of types of clients, including registered investment companies, wrap programs, third party investment advisers, individuals (including high net worth individuals), trusts, estates and charitable organizations, corporations or other business entities, not for profit entities, institutions, and pension and profit-sharing plans.	Finance
Symmetry Partners LLC Symmetry Partners LLC Investment ManagersFinance Symmetry Partners LLC is a private-held, SEC-registered investment advisor headquartered in Glastonbury, Connecticut. It was founded in 1994 by Patrick Sweeny and David Connelly, Jr. The firm provides investment advisory services to individuals, trusts, charitable organizations, pension and profit-sharing plans, corporations, and State and government entities, and Symmetry Panoramic Funds through multiple distribution channels.	Finance