Philip McDonald
Gestionnaire de Portefeuille-Actions chez Horizon Investments LLC
Profil
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.
Postes actifs de Philip McDonald
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/07/2023 |
Anciens postes connus de Philip McDonald
| Sociétés | Poste | Fin |
|---|---|---|
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. | Directeur de la Recherche - Actions | 01/01/2016 |
Formation de Philip McDonald
| Georgetown University | Undergraduate Degree |
| University of Connecticut | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 |
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 |
