Profil
Mr. Michael T.
McGrail is a Managing Director at McDonald Partners LLC.
He is responsible for financial planning, investments and estate planning.
He works with his clients to help accumulate assets and develop transition plans for the next generation.
He also works with individuals, personal trusts, nonprofit organizations and retirement accounts.
He joined McDonald Partners in August 2011 with more than 30 years of experience in the investment and trust services industry.
He serves on the Arrowhead Park Association Board and he volunteers at the Toledo Humane Society.
Most recently, Mr. McGrail was a Senior Vice President / Wealth Advisor for Huntington National Bank.
His extensive background includes personal trust administration, new business development, retirement and estate planning, and trust taxation and real estate.
He held these various roles for almost 24 years with Huntington Bank and its predecessors Sky Bank and Mid American National Bank.
He has worked with individual clients around the country along with trusts and nonprofit accounts such as foundations, endowments, municipalities and charitable trusts.
Mr. McGrail earned a bachelor’s degree in accounting from Miami University and his J.D.
from the University of Toledo College of Law.
He also is a graduate from the Dale Carnegie Institute and the Ohio Bankers Association Trust Tax School.
He is a past president of the Toledo Estate Planning Council and he is a member or the Toledo Bar Association’s Probate Court & Elder Probate Law Committee.
Postes actifs de Mike McGrail
| Sociétés | Poste | Début |
|---|---|---|
McDonald Partners LLC
McDonald Partners LLC Investment ManagersFinance McDonald Partners utilizes open architecture to create investment strategies to meet the diverse needs of their clients. In addition to the basic investment classes of cash, equity and fixed income, the firm offers private equity and private real estate programs, when appropriate. They also have access to third party investment managers when additional expertise is needed. Their security analysis methods include charting, fundamental analysis, technical analysis and cyclical analysis. | Gestionnaire de Portefeuille-Actions | 01/08/2011 |
Formation de Mike McGrail
Expériences
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Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
McDonald Partners LLC
McDonald Partners LLC Investment ManagersFinance McDonald Partners utilizes open architecture to create investment strategies to meet the diverse needs of their clients. In addition to the basic investment classes of cash, equity and fixed income, the firm offers private equity and private real estate programs, when appropriate. They also have access to third party investment managers when additional expertise is needed. Their security analysis methods include charting, fundamental analysis, technical analysis and cyclical analysis. | Finance |
Miami University
Miami University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Toledo (Ohio)
University of Toledo (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















