Cleveland, OH Office

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.

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.

Brian McDonald is a financial advisor at McDonald Partners LLC in Cleveland, OH, with nine years of industry experience. He holds a Series 66 designation and has been with McDonald Partners in different capacities since 2009. Outside of his advisory role, McDonald serves as Executive Director of the Joan C Edwards Charitable Foundation, chairs the Board of Trustees for the Cleveland School of Science & Medicine, and operates two community-focused LLCs: Heights Audio and Heights BBQ Association. McDonald Partners serves individual and institutional clients, including high-net-worth individuals, banks, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and pension consulting services. The firm employs a customized investment approach using multiple analytic techniques and provides both discretionary and non-discretionary portfolio management options.

Timothy Westra is a CFP® with four years of industry experience and is currently with McDonald Partners LLC in Cleveland, OH. His career includes roles at The Connable Office, LPL Enterprise, and The Prudential Insurance Company of America. McDonald Partners serves individual, high-net-worth, and institutional clients by providing investment management, financial planning, and pension consulting. The firm employs a customized approach using fundamental, technical, and cyclical analysis and offers services through discretionary and non-discretionary portfolio management as well as wrap and advisor programs.

Heather Frutig is a CFP® professional with four years of industry experience, currently serving as an advisor at McDonald Partners LLC. Her prior roles include positions at Gradient A Human Think Tank, Merrill Private Wealth Management, and JPMorgan Chase. In addition to her advisory work, she operates Heather Frutig Financial Coaching, providing support with budgeting, debt management, and general financial planning. McDonald Partners serves both individual and institutional clients, offering tailored investment management and financial planning services. The firm combines fundamental, technical, and cyclical analysis across multiple platforms and also acts as an affiliated broker-dealer with experience managing private fund placements.

John Mcardle III is a financial advisor at McDonald Partners LLC with 17 years of industry experience. He holds a Series 66 designation and has been with McDonald Partners since 2010. Outside of his advisory role, he works as a ski instructor at Mt. Brighton Ski & Ride School and provides sports lessons through his sole proprietorship, Kasota Sports 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. The firm combines advisory and broker-dealer functions and manages private funds through affiliated entities.