Rick Macdonald
About Rick Macdonald
Rick Macdonald is a Principal and Senior Wealth Advisor at The Colony Group, specializing in comprehensive financial planning for high-net-worth individuals. He has over 25 years of experience in asset allocation, investment management, and retirement planning.
Work at Colony
Rick Macdonald has served as Principal & Senior Wealth Advisor at The Colony Group since 2012. In this role, he focuses on providing comprehensive financial planning services to clients in the Greater Boston Area. His responsibilities include asset allocation, investment management, and risk management, ensuring that high-net-worth individuals and families receive tailored financial strategies. Macdonald collaborates with a team of professionals, including financial planners, analysts, portfolio managers, accountants, and attorneys, to meet the diverse financial needs of clients.
Previous Experience at Mintz Levin Financial Advisors
Before joining The Colony Group, Rick Macdonald worked at Mintz Levin Financial Advisors, LLC as Principal & Senior Financial Planner from 1999 to 2012. During his 13 years in this position, he was based in Boston, MA, where he specialized in various aspects of financial planning, including tax, estate, and retirement planning. His extensive experience in this role contributed to his expertise in managing finances for high-net-worth clients.
Education and Expertise
Rick Macdonald holds multiple degrees that support his expertise in finance. He earned a Bachelor of Arts in Economics, Statistics, and Spanish from the University of Massachusetts Amherst, followed by a Master of Science in Finance from Boston College Carroll School of Management. He also completed an MBA at Boston College - Wallace E. Carroll Graduate School of Management. Additionally, he holds the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations, which further enhance his qualifications in financial advisory services.
Teaching Experience at Boston University
From 2006 to 2008, Rick Macdonald served as an Adjunct Professor at Boston University. During this two-year tenure, he contributed to the academic community by sharing his knowledge and expertise in finance with students. His experience in education complements his professional background, allowing him to effectively communicate complex financial concepts.
Specializations in Financial Planning
Rick Macdonald specializes in various areas of financial planning, including asset allocation, investment management, tax, estate, and retirement planning. He also focuses on charitable giving and risk management. His expertise is particularly geared towards high-net-worth individuals and families, ensuring that he provides comprehensive financial strategies tailored to their unique needs.