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Patrick McDonald

Investor

Managing Director – Financial Advisor at Manhattan West

United States

About

Patrick McDonald is a Managing Director and Financial Advisor at Manhattan West, where he offers financial planning services to corporate executives, business owners, and high-net-worth clients. He previously worked as a Senior Wealth Advisor at MAI Capital Management and a Wealth Advisor at Goldman Sachs, and has a background in tax preparation. He holds a Bachelor of Science in finance from California State University, Fresno, and an MBA from the University of California, Irvine, and is a CFP professional pursuing the Enrolled Agent certification.

Experience

  1. Manhattan WestManaging Directorcurrent2023 — presentLos Angeles, California, United States
  2. MAI Capital Management, LLCDirector2020 — 2023
  3. Goldman SachsAssociate2015 — 2020
  4. Pacific Gas and Electric CompanyFinancial Analyst2013 — 2015Fresno, California, United States

Colleagues at Manhattan West

Frequently asked questions

Who is Patrick McDonald?
Patrick McDonald is a Managing Director and Financial Advisor at Manhattan West, where he offers financial planning services to corporate executives, business owners, and high-net-worth clients. He previously worked as a Senior Wealth Advisor at MAI Capital Management and a Wealth Advisor at Goldman Sachs, and has a background in tax preparation. He holds a Bachelor of Science in finance from California State University, Fresno, and an MBA from the University of California, Irvine, and is a CFP professional pursuing the Enrolled Agent certification.
Where does Patrick McDonald work?
Patrick McDonald is Managing Director – Financial Advisor at Manhattan West.
Where did Patrick McDonald go to school?
Patrick McDonald studied at University of California, Irvine - The Paul Merage School of Business (Master of Business Administration - MBA); California State University, Fresno (Bachelor of Science - BS, Finance, General).

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