View in portrait for best experience

Rich McDonald

Head of Portfolio Management and Fixed Income

MBA

As Head of Portfolio Management and Fixed Income, Rich McDonald provides Moneta Principals and their clients expert investment guidance, portfolio modeling, securities research, and financial analyses. Eager to contribute in whatever way he can to client success, he often attends client meetings and reviews.

Rich received his Bachelor of Science in Information Systems from University of Idaho and his Master of Business Administration from Saint Louis University. Prior to joining Moneta, he served as Fixed Income Advisor at Buckingham Asset Management.

Attracted to Moneta’s resolute ethical practices and focus on the client, he joined the firm as Director of Fixed Income.

As a member of Moneta’s Investment Team, Rich enjoys the challenge of constant changes and new opportunities that his work in investments provides. He takes pride in the fact that his sole motivation is to do what is best for Moneta Group clients.

  • B.S., Information Systems, University of Idaho
  • Masters in Business Administration, Saint Louis University

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

March Madness: Sentiment vs Hard Data

March Madness: Sentiment vs Hard Data

March 27, 2025

Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strat...

Monthly Recap – February 2025

Monthly Recap – February 2025

March 6, 2025

MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum ...

The Trump 2.0 Trade: Over Before it Started?

The Trump 2.0 Trade: Over Before it Started?

March 4, 2025

Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strat...

How to ensure your retirement is as successful as your career 

How to ensure your retirement is as successful as your career 

March 3, 2025

Translating complex executive compensation into your dream retirement  In the fast-paced world of corp...

VIEW ALL ARTICLES

Let’s make every moment count together…