Rich McDonald

Head of Portfolio Management and Fixed Income

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

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