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Jeffrey M
Series 65
Lubbock, TX
McDonald Capital Management
Jeffrey Mercer is a financial advisor at McDonald Capital Management with 20 years of industry experience. He holds a Series 65 designation and has been with Islay Capital Management, LLC since 2005. McDonald Capital Management provides discretionary portfolio management, financial planning, and consulting services to individual and institutional clients, including high net worth individuals, retirement plans, and trusts. The firm employs a combination of fundamental, technical, and quantitative analysis, offering tailored investment recommendations across various asset classes and managing private pooled investment vehicles with performance-based fee structures.
Tyler S
Series 65
Lubbock, TX
McDonald Capital Management
Tyler Sturdivant is a financial advisor at McDonald Capital Management with nine years of industry experience. He holds a Series 65 designation and has worked at McDonald Capital Management since 2016. Prior to his advisory career, he spent ten years in full-time education. McDonald Capital Management provides discretionary portfolio management, financial planning, and consulting to individual and institutional clients, including high net worth individuals, retirement plans, and trusts. The firm uses a combination of fundamental, technical, and quantitative analysis to tailor recommendations across various asset classes and also manages private pooled investment vehicles with performance-based fee structures.
Eric M
CFA®
Lubbock, TX
McDonald Capital Management
Eric McDonald is a CFA® charterholder with 21 years of industry experience, currently serving at McDonald Capital Management in Lubbock, TX. He previously worked at Islay Capital Management, LLC. McDonald Capital Management provides discretionary portfolio management, financial planning, and consulting services to individual and institutional clients, including high net worth individuals and retirement plans. The firm employs a combined fundamental, technical, and quantitative investment approach and manages private pooled investment vehicles with performance-based fee structures for accredited investors.
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