Profile
Mr. Paul F.
McDonald is Wealth Advisor at Morton Capital Management LLC.
He serves on the Investment Committee at Morton Capital and is the lead representative for the Schwab Advisor Network.
He has been in the financial services business since 1994, including more than ten years as an investment advisor with Morton Capital.
He joined the firm in October 2003.
A retired Navy commander, Mr. McDonald served 22 years on active duty, highlighted by his accumulation of over 2,500 hours as a tactical coordinator and mission commander in the Lockheed P-3 Orion aircraft as well as tours of duty as Officer-in-Charge, Patrol Squadron Sixty-Five; Training Officer, Commander Reserve Patrol Wing Pacific; and, Executive Officer, Naval Air Reserve Point Mugu.
He was previously employed for eight years as a senior investment consultant with Charles Schwab & Company, Inc.
Mr. McDonald received his undergraduate degree from the University of California, Los Angeles and an MBA from California State University-Northridge.
Former positions of Paul Frank McDonald
| Companies | Position | End |
|---|---|---|
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
| United States Navy (District of Columbia) | Corporate Officer/Principal | - |
Morton Capital Management LLC
 Morton Capital Management LLC Investment ManagersFinance Morton Capital Management LLC, dba Morton Wealth (Morton), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. Founded in 1981, Morton provides customized investment advisory and financial planning services to individuals and families (which include retirement accounts), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and pooled investment vehicles. | Investment Committee Member | - |
Training of Paul Frank McDonald
| University of California, Los Angeles | Undergraduate Degree |
| California State University-Northridge | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Morton Capital Management LLC
Morton Capital Management LLC Investment ManagersFinance Morton Capital Management LLC, dba Morton Wealth (Morton), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. Founded in 1981, Morton provides customized investment advisory and financial planning services to individuals and families (which include retirement accounts), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and pooled investment vehicles. | Finance |
| United States Navy (District of Columbia) | Government |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
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