Bonnie Christine McKenna
Portfolio Manager-Equities at Grandfield & Dodd LLC
Profile
Ms. Bonnie C.
McKenna, CFA MBA, is a Principal at Grandfield & Dodd LLC.
She has over 30 years of investment experience.
She was made a partner of the firm in 2007 and has been managing client portfolios and conducting equity and credit research since joining the firm in 2004.
Previously, Ms. McKenna was Vice President in the Investment Research Department at The Bank of New York, where she covered the health care sector.
She was also Vice President at Kidder, Peabody & Co. as an equity Research Analyst in the investment strategy group.
She began her investment career with Brundage, Story & Rose in 1983.
Ms. McKenna holds the Chartered Financial Analyst* designation and earned a Master of Business Administration in Finance from New York University.
She graduated from the University of Michigan with a Bachelor of Arts in Irish Studies.
Bonnie Christine McKenna active positions
Companies | Position | Start |
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Grandfield & Dodd LLC
Grandfield & Dodd LLC Investment ManagersFinance Grandfield & Dodd LLC (G&D) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Cheryl Grandfield and Richard Dodd in 2001. G&D provides customized investment advisory and management services to individuals and their families, including assets held in trusts, estates, foundations, and retirement plans. | Portfolio Manager-Equities | 2003-12-31 |
Former positions of Bonnie Christine McKenna
Companies | Position | End |
---|---|---|
Brundage, Story & Rose LLC
Brundage, Story & Rose LLC Investment ManagersFinance Brundage, Story & Rose LLC provides investment advice. The company is based in New York, NY. Brundage, Story & Rose was acquired by Bessemer Trust Co., NA on August 04, 2000. | Corporate Officer/Principal | - |
Bank of New York (New York Branch)
Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York is an investment management division of the Bank of New York Mellon (NYSE: BK) | Portfolio Manager-Equities | 2003-12-30 |
Kidder Peabody & Co., Inc. /Non Retail Unit/
Kidder Peabody & Co., Inc. /Non Retail Unit/ Investment Banks/BrokersFinance Part of UBS Group AG, Kidder Peabody & Co., Inc. /Non Retail Unit/ is a security brokers & dealers. The company is based in Staten Island, NY. | Corporate Officer/Principal | 1998-12-30 |
Training of Bonnie Christine McKenna
New York University | Masters Business Admin |
University of Michigan | Undergraduate Degree |
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Grandfield & Dodd LLC
Grandfield & Dodd LLC Investment ManagersFinance Grandfield & Dodd LLC (G&D) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Cheryl Grandfield and Richard Dodd in 2001. G&D provides customized investment advisory and management services to individuals and their families, including assets held in trusts, estates, foundations, and retirement plans. | Finance |
Kidder Peabody & Co., Inc. /Non Retail Unit/
Kidder Peabody & Co., Inc. /Non Retail Unit/ Investment Banks/BrokersFinance Part of UBS Group AG, Kidder Peabody & Co., Inc. /Non Retail Unit/ is a security brokers & dealers. The company is based in Staten Island, NY. | Finance |
Brundage, Story & Rose LLC
Brundage, Story & Rose LLC Investment ManagersFinance Brundage, Story & Rose LLC provides investment advice. The company is based in New York, NY. Brundage, Story & Rose was acquired by Bessemer Trust Co., NA on August 04, 2000. | Finance |
Bank of New York (New York Branch)
Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York is an investment management division of the Bank of New York Mellon (NYSE: BK) | Finance |
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