Profil
Mr. John A.
McDonald is a Portfolio Manager at Patriot Wealth Management, Inc.
Prior to joining Patriot Wealth Management in February 2014, Mr. McDonald was a senior portfolio manager at Capital One Asset Management, managing both fixed and balanced accounts.
Prior to COAM, he was a Ltd.
Partner and Vice President of Piedra Capital Ltd.
At Piedra, he was the co-manager of their large cap fund and on the Mid Cap team.
Prior to Piedra, he managed the fixed income funds for a billion dollar trust co, was a portfolio manager for a regional wealth management firm, and started his career at American General.
Mr. McDonald graduated from Baylor University with a double major in Finance and entrepreneurship, and an MBA with concentration in Finance from the University of St. Thomas' Cameron School of Business.
Anciens postes connus de John A. McDonald
| Sociétés | Poste | Fin |
|---|---|---|
Capital One Asset Management LLC
 Capital One Asset Management LLC Investment ManagersFinance Capital One Asset Management LLC (COAM) is a registered investment advisor headquartered in Houston, Texas. The firm is an investment management division of Capital One N.A. and their ultimate parent is Capital One Financial Corp. (NYSE: COF). They were formerly known as Hibernia Asset Management LLC and were a subsidiary of Hibernia National Bank. COAM's only client is Capital One, N.A. The firm advises Capital One N.A. in managing the assets the bank holds as a fiduciary in its trust and investment management accounts. COAM’s services to the bank include investment policy and asset allocation advice, as well as managing financial asset portfolios. Capital One N.A.'s clients include individuals, banks or thrift institutions, corporations, retirement plans, endowments, foundations, municipalities or other public/government entities, charitable and non-profit organizations, and trusts and estates. | Analyst-Equity | 31/01/2014 |
| American General Corp. | Corporate Officer/Principal | 31/12/1990 |
Patriot Wealth Management, Inc.
 Patriot Wealth Management, Inc. Investment ManagersFinance Founded in 2004, Patriot Wealth Management, Inc. is a wealth management firm and registered investment advisor located in Houston, Texas. The firm provides discretionary investment management services to individuals, profit sharing plans, business entities, trusts, estates and charitable organizations. | Gestionnaire de Portefeuille-Actions | - |
Piedra Capital Ltd.
 Piedra Capital Ltd. Investment ManagersFinance Founded in 1993 by S. Peter Hidalgo II, Piedra Capital Ltd. is a registered investment advisor headquartered in Houston, Texas with additional offices in Austin, Texas and Albuquerque, New Mexico. The firm absorbed Palladium Capital Management in May of 2003. They provide investment management services to high net-worth individuals, public funds, corporate pension plans and foundations | Analyst-Equity | 01/09/2009 |
Formation de John A. McDonald
| Baylor University | Undergraduate Degree |
| University of St. Thomas (Texas) | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Piedra Capital Ltd.
Piedra Capital Ltd. Investment ManagersFinance Founded in 1993 by S. Peter Hidalgo II, Piedra Capital Ltd. is a registered investment advisor headquartered in Houston, Texas with additional offices in Austin, Texas and Albuquerque, New Mexico. The firm absorbed Palladium Capital Management in May of 2003. They provide investment management services to high net-worth individuals, public funds, corporate pension plans and foundations | Finance |
| American General Corp. | Finance |
Capital One Asset Management LLC
Capital One Asset Management LLC Investment ManagersFinance Capital One Asset Management LLC (COAM) is a registered investment advisor headquartered in Houston, Texas. The firm is an investment management division of Capital One N.A. and their ultimate parent is Capital One Financial Corp. (NYSE: COF). They were formerly known as Hibernia Asset Management LLC and were a subsidiary of Hibernia National Bank. COAM's only client is Capital One, N.A. The firm advises Capital One N.A. in managing the assets the bank holds as a fiduciary in its trust and investment management accounts. COAM’s services to the bank include investment policy and asset allocation advice, as well as managing financial asset portfolios. Capital One N.A.'s clients include individuals, banks or thrift institutions, corporations, retirement plans, endowments, foundations, municipalities or other public/government entities, charitable and non-profit organizations, and trusts and estates. | Finance |
Patriot Wealth Management, Inc.
Patriot Wealth Management, Inc. Investment ManagersFinance Founded in 2004, Patriot Wealth Management, Inc. is a wealth management firm and registered investment advisor located in Houston, Texas. The firm provides discretionary investment management services to individuals, profit sharing plans, business entities, trusts, estates and charitable organizations. | Finance |