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Matthew MacDonald's
email & phone

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Current Position:

Senior Wealth Advisor at Beacon Pointe

Experience:

24 years

Location:

Los Angeles Metropolitan Area

How to contact Matthew MacDonald

Last updated:2025-06-03
emailm***************w@beaconpointe.com
phone+1-***-***-5973
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Analytics

According to LinkedIn Matthew MacDonald started working on 2001, then the employee has changed 5 companies and 9 jobs. On average, Matthew MacDonald works for one company for 2 years 5 months. Matthew MacDonald has been working as a Senior Wealth Advisor for Beacon Pointe for 1370 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Senior Wealth Advisor at Beacon Pointe

Dec 2021 - Current

Wealth Advisor at Wells Fargo Private Bank

Oct 2018 - Dec 2021

President at MacDonald Wang Holdings

Feb 2017 - Oct 2018

Managing Director, Head of Asia Sales Trading at Deutsche Bank

Dec 2015 - Feb 2017

Managing Director, Co-Head of Hong Kong Sales Trading at Deutsche Bank

May 2014 - Nov 2015

Director, Asia-Ex Japan Sales Trading at Deutsche Bank

Jul 2010 - Apr 2014

Director, Head of Global Emerging Markets & Asian Equity Derivatives and Synthetic Sales into Europe at Deutsche Bank

Jan 2010 - Jul 2010

Director, Head of Hong Kong Team, Asia Pac Equity Derivatives Sales at Deutsche Bank

Jul 2006 - Dec 2009

Associate, OTC Derivatives Sales at Credit Suisse

Nov 2004 - Jun 2006

Analyst, Institutional Equity Sales at Credit Suisse First Boston

Jul 2001 - Oct 2004

Education

Bachelor of Commerce - BCom at UBC Sauder School of Business

Current Company Information Beacon Pointe

Name: Beacon Pointe

Speciality: Wealth Management and Consulting, Performance Measurement and Asset Allocation, Investment Policy Review and Design, Investment Manager/Fund Structure, Investment Manager Search, Institutional Consulting, Retirement Plan Services, Employee Sponsored Retirement Plan, Financial Planning, Retirement Planning, Estate Planning, Strategic Tax Planning, Healthcare Planning, Investment Management, Family Office Services, Private Foundations

Location: Newport Beach, CA, United States

Employees: 500-1000

Description: Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individual...

Frequently Asked Questions

How long has Matthew MacDonald been working as a Senior Wealth Advisor?

Matthew MacDonald's total experience in various companies as a Senior Wealth Advisor 3 years 9 months.

What is Matthew MacDonald's minimum period of employment in the companies?

Matthew MacDonald's minimum period of employment in various companies is 6 months.

What is Matthew MacDonald's average duration of employment for different companies?

On average, Matthew MacDonald works for one company for 2 years 3 months

What industries has Matthew MacDonald worked in?

Matthew MacDonald works in the Financial Services. Previously, Matthew MacDonald worked in the Banking, and Investment Banking.

What positions has Matthew MacDonald held before?

Previously, Matthew MacDonald worked as a Wealth Advisor, and President, and Managing Director, Head of Asia Sales Trading, and Managing Director, Co-Head of Hong Kong Sales Trading, and Director, Asia-Ex Japan Sales Trading.

How do I contact Matthew MacDonald?

Matthew MacDonald's email address is m***************w@beaconpointe.com, phone number is +1-***-***-5973. Sign up to get contact details.

Who is the President/CEO/Director of the Beacon Pointe?

The President/CEO/Director of the Beacon Pointe is Vikki Lenhart

Who are Matthew MacDonald's peers at other companies?

Matthew MacDonald's peers at other companies are Bhausaheb Dere and Pritsh Shah and Richa Thakur
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