Bio

Patrick McDonald is a Managing Director – Financial Advisor at Manhattan West where he provides comprehensive financial planning services to corporate executives, business owners, and high-net-worth clients. Mr. McDonald worked in tax preparation for most of his career and utilizes his tax expertise to purposely manage all the core areas of a client’s financial situation. Before joining Manhattan West, Mr. McDonald served as a Senior Wealth Advisor at MAI Capital Management and a Wealth Advisor at Goldman Sachs in their executive counseling business. Born and raised in Southern California, Mr. McDonald received his Bachelor of Science with a specialization in finance from California State University, Fresno, and a Master of Business Administration (MBA) from the University of California, Irvine. He is also a CFP® professional and is pursuing the Enrolled Agent certification. Mr. McDonald lives in Orange County with his wife, and they love to travel internationally and explore the world through food. He is an avid golfer and sports enthusiast. He is an active supporter of his wife’s non-profit, Suitcase of Joy, which is an organization that brings joy and education to underserved children in Africa and around the world.