Mike McGrail
Portefeuillebeheerder-Aandelen bij McDonald Partners LLC
Profiel
Mr. Michael T.
McGrail is a Managing Director at McDonald Partners LLC.
He is responsible for financial planning, investments and estate planning.
He works with his clients to help accumulate assets and develop transition plans for the next generation.
He also works with individuals, personal trusts, nonprofit organizations and retirement accounts.
He joined McDonald Partners in August 2011 with more than 30 years of experience in the investment and trust services industry.
He serves on the Arrowhead Park Association Board and he volunteers at the Toledo Humane Society.
Most recently, Mr. McGrail was a Senior Vice President / Wealth Advisor for Huntington National Bank.
His extensive background includes personal trust administration, new business development, retirement and estate planning, and trust taxation and real estate.
He held these various roles for almost 24 years with Huntington Bank and its predecessors Sky Bank and Mid American National Bank.
He has worked with individual clients around the country along with trusts and nonprofit accounts such as foundations, endowments, municipalities and charitable trusts.
Mr. McGrail earned a bachelor’s degree in accounting from Miami University and his J.D.
from the University of Toledo College of Law.
He also is a graduate from the Dale Carnegie Institute and the Ohio Bankers Association Trust Tax School.
He is a past president of the Toledo Estate Planning Council and he is a member or the Toledo Bar Association’s Probate Court & Elder Probate Law Committee.
Actieve functies van Mike McGrail
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McDonald Partners LLC
McDonald Partners LLC Investment ManagersFinance McDonald Partners LLC is an independent, dually-registered investment adviser and broker-dealer headquartered in Cleveland, Ohio. It has additional offices in Ann Arbor & Boyne City, Michigan, and Toledo, Ohio. The firm was founded by Thomas McDonald in 2005. McDonald Partners provides a variety of investment management services through its Financial Advisors to individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. | Portefeuillebeheerder-Aandelen | 01-08-2011 |
Opleiding van Mike McGrail
Miami University | Undergraduate Degree |
University of Toledo (Ohio) | Graduate Degree |
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Bedrijven in privébezit | 1 |
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McDonald Partners LLC
McDonald Partners LLC Investment ManagersFinance McDonald Partners LLC is an independent, dually-registered investment adviser and broker-dealer headquartered in Cleveland, Ohio. It has additional offices in Ann Arbor & Boyne City, Michigan, and Toledo, Ohio. The firm was founded by Thomas McDonald in 2005. McDonald Partners provides a variety of investment management services through its Financial Advisors to individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. | Finance |