Rod Macdonald
About Rod Macdonald
Rod Macdonald is the Managing Director and Senior Wealth Manager at The Colony Group, where he has worked since 2014. He has extensive experience in wealth management, having previously held positions at Mintz Levin and Adler Pollock & Sheehan P.C.
Work at Colony
Rod Macdonald has been with The Colony Group since 2014, serving as Managing Director and Senior Wealth Manager. In this role, he coordinates clients' financial lives by implementing customized and tailored financial plans. His work allows clients to focus on their personal and professional priorities. Macdonald is part of a collaborative team that includes financial planners, analysts, portfolio managers, accountants, and attorneys, providing a holistic approach to wealth management.
Previous Experience
Before joining The Colony Group, Rod Macdonald worked at Mintz Levin as an Associate and Partner from 1981 to 1986. He spent five years at this firm, gaining significant experience in the legal and financial sectors. Prior to Mintz Levin, he was an Associate at Adler Pollock & Sheehan P.C. from 1978 to 1981 for three years, further developing his expertise in wealth management and legal counsel.
Education and Expertise
Rod Macdonald earned a Bachelor of Arts degree in International Relations from Brown University, where he studied from 1973 to 1975. He then pursued a Juris Doctor degree at Indiana University Robert H. McKinney School of Law, completing his studies from 1975 to 1978. His educational background provides a strong foundation for his work as a wealth manager and financial counselor.
Client Focus
In his current role, Rod Macdonald serves as a financial counselor to high-net-worth individuals and families, corporate executives, professionals, and retirees. He focuses on ensuring comprehensive financial health for his clients, tailoring his approach to meet their unique financial needs and goals. His commitment to client service is evident in his personalized financial planning strategies.