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
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Profile Information

Managing Director

McDonald Partners LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Cleveland

Ohio

United States

May 15, 2024

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