
Monthly Recap – April 2025
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
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.
Dive into the latest insights from our expert team with our personal touch.
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
April 24, 2025
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...
April 11, 2025
Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...