
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
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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