Profile
Mr. Richard McDonald, CFA, is a Vice President & Investment Manager at CitizensTrust Wealth Management.
He has over 21 years of industry experience.
He is responsible for leading the fixed-income process for CitizensTrust and serves on the CitizensTrust Investment Policy Committee.
Mr. McDonald worked previously as a security analyst at Eakle Associates, Inc.
He holds the Chartered Financial Analyst (CFA) designation and serves as a member of the CFA Institute and its member societies in Los Angeles and New York.
Richard McDonald active positions
| Companies | Position | Start |
|---|---|---|
CitizensTrust Wealth Management
 CitizensTrust Wealth Management Investment ManagersFinance CitizensTrust Wealth Management (CitizensTrust) is a wealth management firm headquartered in Ontario, California. The firm is owned by Citizens Business Bank, a subsidiary of CVB Financial Corp. (NASDAQ: CVBF). CitizensTrust provides trust and wealth management services to individuals and families, businesses, endowments and foundations, and Taft Hartley plans. | Head-Fixed Income Invts | 2000-12-31 |
Experiences
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Connections
1st degree connections
1st degree companies
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Female
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Linked companies
| Private companies | 1 |
|---|---|
CitizensTrust Wealth Management
CitizensTrust Wealth Management Investment ManagersFinance CitizensTrust Wealth Management (CitizensTrust) is a wealth management firm headquartered in Ontario, California. The firm is owned by Citizens Business Bank, a subsidiary of CVB Financial Corp. (NASDAQ: CVBF). CitizensTrust provides trust and wealth management services to individuals and families, businesses, endowments and foundations, and Taft Hartley plans. | Finance |
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