Matthew MacdonaldMatthew MacDonald, CFA®
Senior Wealth Advisor

Request an Appointment | Office Information

Matthew MacDonald is a Senior Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Matthew began his career in 2001 on the trading floor at Credit Suisse First Boston in New York before taking his career overseas, gaining extensive experience in global investments and financial planning. He previously was a Managing Director at Deutsche Bank in Hong Kong and held various leadership and institutional sales positions over a 16-year period in Asia, the United Kingdom, and the United States. Prior to joining Beacon Pointe, he spent three years as a Wealth Advisor and Senior Vice President with Wells Fargo Private Bank in Beverly Hills, California. Matthew is a graduate of the University of British Columbia’s Sauder School of Business and holds the Chartered Financial Analyst® (CFA®) designation. Matthew currently resides in West Los Angeles with his wife and three children, and outside of the office he enjoys golfing and traveling.

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
Loading...