Philip McDonald
Portfolio Manager-Equities at Horizon Investments LLC
Philip McDonald active positions
Companies | Position | Start | End |
---|---|---|---|
Horizon Investments LLC
Horizon Investments LLC Investment ManagersFinance Horizon Investments LLC is an independent registered investment headquartered in Charlotte, North Carolina with an additional office in Columbia, South Carolina. The firm was founded by John Johnson in 1995. Horizon Investments provides services to a number of types of clients, including registered investment companies, wrap programs, third party investment advisers, individuals (including high net worth individuals), trusts, estates and charitable organizations, corporations or other business entities, not for profit entities, institutions, and pension and profit-sharing plans. | Portfolio Manager-Equities | 2023-06-30 | - |
Career history of Philip McDonald
Former positions of Philip McDonald
Companies | Position | Start | End |
---|---|---|---|
Symmetry Partners LLC
Symmetry Partners LLC Investment ManagersFinance Symmetry Partners LLC is a private-held, SEC-registered investment advisor headquartered in Glastonbury, Connecticut. It was founded in 1994 by Patrick Sweeny and David Connelly, Jr. The firm provides investment advisory services to individuals, trusts, charitable organizations, pension and profit-sharing plans, corporations, and State and government entities, and Symmetry Panoramic Funds through multiple distribution channels. | Director of Research - Equity | 2010-03-31 | 2015-12-31 |
Investment Committee Member | 2010-03-31 | 2023-06-30 | |
Director of Investments | 2017-11-30 | 2023-06-30 | |
Portfolio Manager-Equities | 2010-03-31 | 2023-06-30 | |
Portfolio Manager-Fixed Income | 2010-03-31 | 2023-06-30 | |
President | 2020-12-31 | 2023-06-30 |
Training of Philip McDonald
Georgetown University | Undergraduate Degree |
University of Connecticut | Masters Business Admin |
Statistics
International
United States | 5 |
Operational
Portfolio Manager-Equities | 2 |
Director of Research - Equity | 1 |
Investment Committee Member | 1 |
Sectoral
Finance | 3 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
Symmetry Partners LLC
Symmetry Partners LLC Investment ManagersFinance Symmetry Partners LLC is a private-held, SEC-registered investment advisor headquartered in Glastonbury, Connecticut. It was founded in 1994 by Patrick Sweeny and David Connelly, Jr. The firm provides investment advisory services to individuals, trusts, charitable organizations, pension and profit-sharing plans, corporations, and State and government entities, and Symmetry Panoramic Funds through multiple distribution channels. | Finance |
Horizon Investments LLC
Horizon Investments LLC Investment ManagersFinance Horizon Investments LLC is an independent registered investment headquartered in Charlotte, North Carolina with an additional office in Columbia, South Carolina. The firm was founded by John Johnson in 1995. Horizon Investments provides services to a number of types of clients, including registered investment companies, wrap programs, third party investment advisers, individuals (including high net worth individuals), trusts, estates and charitable organizations, corporations or other business entities, not for profit entities, institutions, and pension and profit-sharing plans. | Finance |
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