CoverProfile

Ted Stone

Managing Director

McDonald Partners LLC

United States, Ohio, Cleveland

About Me

As a founding member of the first Toledo Student Credit Union, Ted’s love of the investment industry was born. With more than 20 years of trust and wealth management experience, he has managed client portfolios and investment activities, as well as worked with foundations, endowments, institutions and trusts across the United States. Ted has been with McDonald Partners for nearly 10 years, serving as Managing Director and a trusted advisor to his clients. Specifically, he is responsible for investment management and oversight of personal accounts, family trusts, retirement accounts and corporate plans, while providing custom investment solutions. Prior to joining McDonald Partners, Ted was
View more

Profile Information

Managing Director

McDonald Partners LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Cleveland

Ohio

United States

May 15, 2024

More profiles to browse

BH
Bill Hegarty
Chief Investment Officer & Portfolio Manager
MN
Matt Norton
Financial Advisor
AS
Andrew Stover
Managing Director at McDonald Partners
DM
Devon McArdle
Managing Director

You Might Like

DH
Dennis Hanson
Principal
Jamison Hanson
Profile Photo
Tim Lynch
Managing Member
Stonepine Capital Management (Private)
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc