Russ Wood
Portefeuillebeheerder-Aandelen bij McDonald Partners LLC
Profiel
Mr. Russell C.
Wood is a Managing Director at McDonald Partners LLC.
He joined the firm in September 2011 and is responsible for growing current business and bringing new clients to the firm.
Additionally, he manages investment and retirement planning for a broad portfolio of clients.
With more than 20 years of trust, investment and retirement planning expertise with Huntington National Bank, Mr. Wood has long-standing relationships with clients across the United States.
Many of his accounts span several generations and the majority of his clients have been with him for more than a decade.
He began his career as a bank teller, but in only a few months worked his way up to regional manager for the wealth management group at Huntington National Bank.
He was responsible for more than a billion dollars in assets in his region.
He also served as a trust officer, portfolio manager and retirement services manager during his time at Huntington.
Most recently, he was senior vice president and regional manager.
Mr. Wood earned his bachelor’s of business administration and finance degree from The Ohio State University and completed two courses through the Cannon Financial Institute, which is the premier provider of professional development solutions.
Actieve functies van Russ Wood
Bedrijven | Functie | Begin |
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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 | 01-09-2011 |
Opleiding van Russ Wood
The Ohio State University | Undergraduate 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 |