Mcdonald Partners LLC

McDonald Partners LLC, an Ohio-based Limited Liability Company, has 53 employees, with nearly 92% of the workforce in advisory roles, serving 10 clients. The company's SEC status is approved, with a registration date of May 6, 2005.

• ARNOLD BEATTY MCDONALD

  PRESIDENT/CFO/MUNICIPAL SECURITIES PRINCIPAL owns less than 5%

• BRIAN ANDREW MCDONALD

  DIRECTOR OF PRIVATE PLACEMENTS owns less than 5%

• CAROL BODENHAMER LAVELLE

  CHIEF OPERATING OFFICER owns less than 5%

• GENEVIEVE LYNN DIPIETRO

  DIRECTOR OF RETIREMENT SERVICES owns less than 5%

• JOHN III MCARDLE

  OWNER owns less than 5%

• LISA BADER ROSENTHAL

  DIRECTOR OF FINANCIAL PLANNING SERVICES owns less than 5%

• RAFAT NAIN NEMRY

  OWNER owns more than 10% but less than 25%

• RITA MANSOUR

  OWNER owns less than 5%

• THOMAS ANTHONY YAKO

  DIRECTOR OF MANAGED ASSETS owns less than 5%

• THOMAS MARION MCDONALD

  CEO, OWNER, ROSFP owns 75% or more

• TIMOTHY PATRICK NORTON

  OWNER owns less than 5%

• WILLIAM JR HEGARTY

  CHIEF INVESTMENT OFFICER owns less than 5%

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