Rod Macdonald

Rod Macdonald Email and Phone Number

Managing Director & Senior Wealth Manager at The Colony Group @ The Colony Group
boston, massachusetts, united states
Rod Macdonald's Location
Boston, Massachusetts, United States, United States
Rod Macdonald's Contact Details

Rod Macdonald personal email

n/a
About Rod Macdonald

Independent investment advisor and CERTIFIED FINANCIAL PLANNER™

Rod Macdonald's Current Company Details
The Colony Group

The Colony Group

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Managing Director & Senior Wealth Manager at The Colony Group
boston, massachusetts, united states
Employees:
246
Rod Macdonald Work Experience Details
  • The Colony Group
    Managing Director & Senior Wealth Manager
    The Colony Group Jul 2014 - Present
    Greater Boston Area
    I serve as a financial counselor to high-net-worth individuals and families, corporate executives, professionals and retirees in all areas affecting their financial health. The Colony Group is a solutions-oriented wealth management firm with a team of experienced professionals, including financial planners, analysts, portfolio managers, accountants and attorneys, who are equipped to address all of our clients' financial needs, from asset allocation and investment management to tax, estate, and retirement planning, charitable giving, risk management and more. Our team acts as our clients' financial quarterback, coordinating their financial lives and implementing customized and tailored plans so they can rest easy and spend their time on their businesses, family and friends.
  • Meyer, Connolly, Simons & Keuthen Llp
    Partner
    Meyer, Connolly, Simons & Keuthen Llp Jan 1990 - Jul 2014
    Business and Commercial Real Estate Lawyer for over 25 years
  • Long Wharf Investors, Inc.
    Principal
    Long Wharf Investors, Inc. Jan 2005 - Jun 2014
    Principal at Long Wharf Investors, an independent registered investment advisory firm, which we combined in July, 2014 with The Colony Group.
  • Mintz Levin
    Associate And Partner
    Mintz Levin Jan 1981 - Jan 1986
    Business and Commercial Real Estate Partner
  • Adler Pollock & Sheehan P.C.
    Associate
    Adler Pollock & Sheehan P.C. 1978 - 1981

Rod Macdonald Skills

Investment Advisory Money Management Retirement Planning Personal Financial Planning Strategic Planning Estate Planning Real Estate Business Planning Wealth Management Investment Management Financial Planning Investments

Rod Macdonald Education Details

Frequently Asked Questions about Rod Macdonald

What company does Rod Macdonald work for?

Rod Macdonald works for The Colony Group

What is Rod Macdonald's role at the current company?

Rod Macdonald's current role is Managing Director & Senior Wealth Manager at The Colony Group.

What is Rod Macdonald's email address?

Rod Macdonald's email address is ro****@****ald.net

What schools did Rod Macdonald attend?

Rod Macdonald attended Indiana University Robert H. Mckinney School Of Law, Brown University.

What skills is Rod Macdonald known for?

Rod Macdonald has skills like Investment Advisory, Money Management, Retirement Planning, Personal Financial Planning, Strategic Planning, Estate Planning, Real Estate, Business Planning, Wealth Management, Investment Management, Financial Planning, Investments.

Who are Rod Macdonald's colleagues?

Rod Macdonald's colleagues are John Schott, Lauren Szczybor Jones Crpc, Terri Feeney, Scott Morrison, Peter Mitrano Cfa, Cfp®, Mary Ann Nguyen, Drew Castleman.

Not the Rod Macdonald you were looking for?

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