McDonald Partners LLC

Thomas Yako is a financial advisor with McDonald Partners LLC, holding a Series 66 designation and 26 years of industry experience. He has been with Thomas McDonald & Associates LLC since 2005. McDonald Partners LLC serves individual investors, including non-high-net-worth and high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, foundations, trusts, and charitable organizations. The firm provides investment management, financial planning, pension consulting, and brokerage services through a combination of advisory and broker-dealer activities.

Rita Mansour is a financial advisor with McDonald Partners LLC in Toledo, OH, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with McDonald Partners since 2006. Mansour is active in the community, serving as a board member of the Toledo Museum of Art and the Ohio Arts Council, and volunteering with the Greater Toledo Community Foundation and the Arts Commission of Greater Toledo. McDonald Partners LLC serves individual investors and institutional clients, offering a range of investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities with affiliated private fund management through multiple program structures and a network of financial advisors.

Timothy Norton is a financial advisor with McDonald Partners LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with McDonald Partners since 2006. Outside of his advisory role, Norton serves on the board of directors for Caymus Funding Inc., a portfolio company of McDonald Partners' private funds. McDonald Partners LLC serves individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities and manages affiliated private funds alongside a variety of portfolio management and financial planning options.

Dylan Casler is a financial advisor at McDonald Partners LLC in Cleveland, OH with one year of industry experience. He holds a Series 65 designation and previously worked at MAI Capital Management LLC and Lineweaver Wealth Advisors, LLC. McDonald Partners serves individual and institutional clients, including high-net-worth individuals, banks, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and consulting services. The firm uses a customized approach combining fundamental, technical, and cyclical analysis across multiple platforms and offers both discretionary and non-discretionary portfolio management options.

Laura Mineo is a financial advisor with McDonald Partners LLC, holding 29 years of industry experience. She previously worked at Janney Montgomery Scott LLC and Thomas McDonald Partners LLC. McDonald Partners LLC serves a diverse client base including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services through a combination of advisory and broker-dealer activities.

Joseph Stanzi is a financial advisor with McDonald Partners LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Thomas McDonald Partners, LLC since 2009. McDonald Partners serves individual and institutional clients, providing investment management, financial planning, and pension consulting through customized portfolios that utilize fundamental, technical, and cyclical analysis across multiple platforms.

Steven Rivkin is a financial advisor at McDonald Partners LLC with 12 years of industry experience. He holds a Series 66 designation and has been with McDonald Partners since 2016. In addition to his advisory role, he provides accounting services through his CPA practice and serves as controller for the Rabbinical College of Telshe Inc. He is also involved with the Cleveland Kashruth Organization as a board member and serves as treasurer for the Jewish Voters Association. McDonald Partners LLC serves a diverse client base including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities with affiliated private fund management.

Devon Mcardle is a financial advisor with McDonald Partners LLC in Ann Arbor, MI, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Thomas McDonald Partners, LLC since 2008. McDonald Partners LLC serves individual investors across wealth levels as well as institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer functions and manages affiliated private funds alongside third-party portfolio strategies.

Michael McGrail is a financial advisor at McDonald Partners LLC in Fort Myers, FL, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with McDonald Partners since 2011. McGrail is also a licensed insurance agent who sells life, health, casualty, and long-term care insurance. McDonald Partners serves individual and institutional clients, including high-net-worth individuals, banks, pension plans, trusts, and charitable organizations. The firm offers customized investment management, financial planning, and pension consulting services, employing fundamental, technical, and cyclical analysis across multiple platforms.

Paul Moody is a financial advisor with McDonald Partners LLC in Boyne City, Michigan. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Prior to joining McDonald Partners in 2015, he worked at Optimal Capital Advisors, LLC and Putnam Investment Management, LLC. Outside of his advisory work, Mr. Moody is a seasonal fly fishing guide and a part-time ski instructor. McDonald Partners serves individual and institutional clients, providing investment management, financial planning, pension consulting, and brokerage services. The firm uses a customized approach that incorporates fundamental, technical, and cyclical analysis and offers a range of portfolio management options alongside advisory and sponsor roles in pooled investment vehicles.

Ted Stone is a financial advisor with McDonald Partners LLC in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with McDonald Partners since 2011. Outside of his advisory role, Mr. Stone serves as Vice President of the Farwell Lake Riparian Association, a nonprofit organization. McDonald Partners LLC serves individual and institutional clients, providing investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities and offers a range of portfolio management options alongside private fund management through affiliated entities.

Matthew Norton is a financial advisor at McDonald Partners LLC with 19 years of industry experience. He holds the Series 66 designation and has been with McDonald Partners since 2010. Outside of his advisory role, Mr. Norton serves as a board member for The Ohio Virtual Academy and is a licensed insurance agent selling life, health, and long-term care insurance. McDonald Partners LLC serves a diverse client base including individual investors, pension and profit-sharing plans, foundations, and charitable organizations. The firm provides investment management, financial planning, pension consulting, and brokerage services through a combination of advisory and broker-dealer activities, including affiliated private fund management.

Jacqueline Randall is a financial advisor with McDonald Partners LLC in Paris, Ohio, holding Series 63 and Series 65 designations and 32 years of industry experience. She has worked at McDonald Partners since 2013. In addition to her advisory role, Ms. Randall is a licensed insurance agent selling variable annuities, life, accident, and health insurance. McDonald Partners LLC serves a diverse client base, including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm operates as both a registered investment adviser and broker-dealer, combining advisory and private fund management activities.

Maryanne Battistone is a financial advisor at McDonald Partners LLC with 32 years of industry experience. She has worked at Thomas McDonald Partners LLC since 2009, UBS Financial Services Inc. since 2007, and McDonald Investments Inc. since 1997. McDonald Partners LLC serves a diverse client base including individual investors and institutional clients such as pension plans, foundations, and trusts. The firm provides investment management, financial planning, pension consulting, and brokerage services, combining advisory and broker-dealer activities alongside affiliated private fund management.

Arnold Mcdonald is a financial advisor at McDonald Partners LLC with 19 years of industry experience. He holds a Series 66 designation and has been with McDonald Partners since 2010. Outside of his advisory role, he serves as manager and president of several proprietary fund entities affiliated with the firm and is a board member of Signature Investments Montenegro d.o.o., a portfolio company of the firm. McDonald Partners LLC serves a diverse client base, including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities with affiliated private fund management and operates multiple portfolio management programs and third-party strategies.