Philip Mcdonald, Cfa, Caia
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Philip Mcdonald, Cfa, Caia Email & Phone Number

Head of Custom Portfolios at Horizon Investments®
Location: United States, United States, United States 10 work roles 2 schools
1 work email found @symmetrypartners.com 2 phones found area 863 and 800 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email p****@symmetrypartners.com
Direct phone (863) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Horizon Investments®
Role
Head of Custom Portfolios
Location
United States, United States, United States
Company size
94 employees

Who is Philip Mcdonald, Cfa, Caia? Overview

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Quick answer

Philip Mcdonald, Cfa, Caia is listed as Head of Custom Portfolios at Horizon Investments®, a company with 94 employees, based in United States, United States, United States. AeroLeads shows a work email signal at symmetrypartners.com, phone signal with area code 863, 800, and a matched LinkedIn profile for Philip Mcdonald, Cfa, Caia.

Philip Mcdonald, Cfa, Caia previously worked as Managing Director and Portfolio Manager, President of Symmetry Panoramic Mutual Funds at Symmetry Partners, Llc and Director of Investments and Portfolio Manager, Vice President of Symmetry Panoramic Funds at Symmetry Partners, Llc. Philip Mcdonald, Cfa, Caia holds Bsfs from Georgetown University.

Company email context

Email format at Horizon Investments®

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*@symmetrypartners.com
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AeroLeads found 1 current-domain work email signal for Philip Mcdonald, Cfa, Caia. Compare company email patterns before reaching out.

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Profile bio

About Philip Mcdonald, Cfa, Caia

Philip McDonald has extensive experience managing global multi-factor portfolios. He has launched and managed individual equity strategies that offer clients a high degree of customization and personalized tax management.Mr. McDonald has extensive experience investing in both the private and public realm and in equity, fixed income, and alternative asset classes. His responsibilities have included product development, product launches, due diligence, investor education, valuation, negotiation, deal-structuring, investment decision-making, and portfolio management.Mr. McDonald is a CFA charter holder, a CAIA charter holder, a CIPM certificate holder, and has earned B.S. and M.B.A. degrees.

Listed skills include Financial Modeling, Investments, Portfolio Management, Finance, and 42 others.

Current workplace

Philip Mcdonald, Cfa, Caia's current company

Company context helps verify the profile and gives searchers a useful next step.

Horizon Investments®
Horizon Investments®
Head of Custom Portfolios
charlotte, north carolina, united states
Website
horizoninvestments.com
Employees
94
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Company profile
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10 roles · 27 years

Philip Mcdonald, Cfa, Caia work experience

A career timeline built from the work history available for this profile.

Head Of Custom Portfolios

Current
Horizon Investments®

Charlotte, North Carolina, United States

Jul 2023 - Present

Managing Director And Portfolio Manager, President Of Symmetry Panoramic Mutual Funds

Symmetry Partners, Llc

Glastonbury, Connecticut, United States

Sep 2020 - Jul 2023

Director Of Investments And Portfolio Manager, Vice President Of Symmetry Panoramic Funds

Symmetry Partners, Llc

Glastonbury, CT

Dec 2017 - Aug 2020
Team & coworkers

Colleagues at Horizon Investments®

Other employees you can reach at horizoninvestments.com. View company contacts for 94 employees →

GS Greg Smmith Greg Smmith Colleague at Horizon Investments®Charlotte Metro, United States View → AS Arvin Shiribabadi Arvin Shiribabadi Colleague at Horizon Investments®Washington, District Of Columbia, United States, United States View → CH Casey Hazen, Cfa Casey Hazen, Cfa Colleague at Horizon Investments®Charlotte, North Carolina, United States, United States View → MS Morgan Smith, Cfa Morgan Smith, Cfa Colleague at Horizon Investments®Charlotte, North Carolina, United States, United States View → JK Jacqueline Kniejski Jacqueline Kniejski Colleague at Horizon Investments®Charlotte, North Carolina, United States, United States View → AC Anne Comer Anne Comer Colleague at Horizon Investments®Gastonia, North Carolina, United States, United States View → ER Ed Russel Ed Russel Colleague at Horizon Investments®Washington County, Rhode Island, United States, United States View → SO Sean O'Brien Sean O'Brien Colleague at Horizon Investments®Waxhaw, North Carolina, United States, United States View → D( Dzhan (John) Yusnyu Dzhan (John) Yusnyu Colleague at Horizon Investments®Charlotte, North Carolina, United States, United States View → TA Ticket Adeshile Ticket Adeshile Colleague at Horizon Investments®Nigeria, Nigeria View →
2 education records

Philip Mcdonald, Cfa, Caia education

FAQ

Frequently asked questions about Philip Mcdonald, Cfa, Caia

Quick answers generated from the profile data available on this page.

What company does Philip Mcdonald, Cfa, Caia work for?

Philip Mcdonald, Cfa, Caia works for Horizon Investments®.

What is Philip Mcdonald, Cfa, Caia's role at Horizon Investments®?

Philip Mcdonald, Cfa, Caia is listed as Head of Custom Portfolios at Horizon Investments®.

What is Philip Mcdonald, Cfa, Caia's email address?

AeroLeads has found 1 work email signal at @symmetrypartners.com for Philip Mcdonald, Cfa, Caia at Horizon Investments®.

What is Philip Mcdonald, Cfa, Caia's phone number?

AeroLeads has found 2 phone signal(s) with area code 863, 800 for Philip Mcdonald, Cfa, Caia at Horizon Investments®.

Where is Philip Mcdonald, Cfa, Caia based?

Philip Mcdonald, Cfa, Caia is based in United States, United States, United States while working with Horizon Investments®.

What companies has Philip Mcdonald, Cfa, Caia worked for?

Philip Mcdonald, Cfa, Caia has worked for Horizon Investments®, Symmetry Partners, Llc, The Hartford, and Prudential Capital Group.

Who are Philip Mcdonald, Cfa, Caia's colleagues at Horizon Investments®?

Philip Mcdonald, Cfa, Caia's colleagues at Horizon Investments® include Greg Smmith, Arvin Shiribabadi, Casey Hazen, Cfa, Morgan Smith, Cfa, and Jacqueline Kniejski.

How can I contact Philip Mcdonald, Cfa, Caia?

You can use AeroLeads to view verified contact signals for Philip Mcdonald, Cfa, Caia at Horizon Investments®, including work email, phone, and LinkedIn data when available.

What schools did Philip Mcdonald, Cfa, Caia attend?

Philip Mcdonald, Cfa, Caia holds Bsfs from Georgetown University.

What skills is Philip Mcdonald, Cfa, Caia known for?

Philip Mcdonald, Cfa, Caia is listed with skills including Financial Modeling, Investments, Portfolio Management, Finance, Valuation, Bloomberg, Analytics, and Asset Allocation.

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