Patrick McDonald, CFP®

Patrick McDonald is a Managing Director – Financial Advisor at Manhattan West where he provides comprehensive financial planning services to corporate executives, business owners, and high-net-worth clients. Mr. McDonald worked in tax preparation for most of his career and utilizes his tax expertise to purposely manage all the core areas of a client’s financial situation.

Before joining Manhattan West, Mr. McDonald served as a Senior Wealth Advisor at MAI Capital Management and a Wealth Advisor at Goldman Sachs in their executive counseling business.

Born and raised in Southern California, Mr. McDonald received his Bachelor of Science with a specialization in finance from California State University, Fresno, and a Master of Business Administration (MBA) from the University of California, Irvine. He is also a CFP® professional and is pursuing the Enrolled Agent certification.