Ted Richard Stone

Ted Richard Stone

Portfolio Manager-Equities at McDonald Partners LLC

Finance
Consumer Services

Profile

Mr. Ted R.
Stone is a Managing Director at McDonald Partners LLC.
He joined the firm in September 2011 and is responsible for investment management and oversight of personal and institutional trusts.
He provides custom investment solutions and is a trusted advisor to his clients.
With more than 20 years of trust and wealth management experience, he has managed client portfolios and investment activities as well as worked with foundations, endowments, institutions and trusts across the United States.
Mr. Stone has served as a lead portfolio manager for National City Bank’s private client group.
He also was the chair of the Portfolio and Fund Risk Management Committee at Huntington National Bank before becoming a vice president and senior portfolio manager at Huntington.
He earned his bachelor’s degree in finance and communication from the University of Toledo.

Ted Richard Stone active positions

CompaniesPositionStart
Portfolio Manager-Equities 2011-08-31
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Training of Ted Richard Stone

University of Toledo (Ohio) Undergraduate Degree

Experiences
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Private companies

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Connections

16

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2

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Private companies1

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