Mcdonnell Capital Management

Get Full Access

Description

  • McDonnell Capital Management is an independent, fee-only registered investment advisor (RIA) that serves as an investment fiduciary to institutions, associations, businesses, trusts and select individuals. Our broad services include:- Investment Policy Statement Creation & Administration- Financial Modeling- Investment Review, Analysis, Due Diligence, Selection & Review- Comprehensive Financial Planning - Investor EducationIf you look at the marketplace, you will find thousands of advisors who only focus on managing money. There is an equal group that just does planning and/or consulting. Then there are a select few that provide comprehensive services, and have made the commitment to the advanced education and industry credentials that competency and success in each demand. An even more select group exists that will structure their firm to act as a true client fiduciary, ensuring recommendations, decisions and cost are always in the best interest of the client. We are among the few. Firm Leadership:Joe McDonnell has spent over 30 years advising individuals, business owners, corporations, non-profits and municipalities. He is a Certified Public Accountant (CPA), Certified Financial Planner (CFP®) and Personal Financial Specialist (PFS®), a designation earned only by CPAs who have the powerful combination of extensive tax expertise and comprehensive knowledge of investments and financial planning. He received his MBA in Finance from DePaul University. Chris McDonnell is a Certified Financial Planner (CFP®), and specializes in creating Investment Policy Statements, Financial Models and Asset Allocations for institutions and select individuals. He received his MBA in Finance from American University in Washington, D.C., focusing his studies on institutional asset management and advanced portfolio management techniques to minimize risk in investment portfolios.
  • location

    Headquarters:14837 Harbor Drive , Oak Forest, Illinois, United States

    More
  • Mcdonnell Capital Management phone

    Phone Number: +1 708-925-9507

  • Mcdonnell Capital Management website

    Website: mcdonnell-capital.com

  • Mcdonnell Capital Management employees

    Employees:1

  • Mcdonnell Capital Management revenue

    Revenue:$1 - 10M

  • Mcdonnell Capital Management legal name

    Legal Name:Mcdonnell Capital Management

  • Mcdonnell Capital Management's Social Media

    Mcdonnell Capital Management linkedin
  • done Is this data correct?
  • |  NAICS Code: 523110  |

    Show More
Person level website identification

Principal And Owner for Mcdonnell Capital Management

Christopher Mcdonnell

Principal And Owner

Person level website visitor identification

Sell more in less time!

Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

View Employees

Christopher Mcdonnell

Principal And Owner

Frequently Asked Questions regarding Mcdonnell Capital Management

  • Where are Mcdonnell Capital Management's Headquarters?

    Mcdonnell Capital Management's Headquarters are in 14837 Harbor Drive ,Oak Forest,Illinois,United States

  • What is Mcdonnell Capital Management's phone number?

    Mcdonnell Capital Management's phone number is +1 708-925-9507

  • What is Mcdonnell Capital Management's official website?

    Mcdonnell Capital Management's official website is mcdonnell-capital.com

  • What is Mcdonnell Capital Management's Revenue?

    Mcdonnell Capital Management's revenue is $1 - 10M

  • What is Mcdonnell Capital Management's NAICS code?

    Mcdonnell Capital Management's NAICS code is 523110

  • How many employees are working in Mcdonnell Capital Management

    Mcdonnell Capital Management has 1 employees

  • What is Mcdonnell Capital Management's Industry?

    Mcdonnell Capital Management is in the industry of Investment Management

  • Who is Mcdonnell Capital Management's Principal And Owner?

    Mcdonnell Capital Management's Principal And Owner is Christopher Mcdonnell

Company Directory