Jeffrey McDonald is a Senior Vice President and Chief Investment Officer at Enterprise Wealth Management. Jeff joined Enterprise Wealth Management in 2009 as a Portfolio Manager, working closely with our Relationship Managers to deliver world class investment advice and strategies to our clients. He is responsible for in-depth analyses of investment portfolios, research coverage of individual stocks, bonds, mutual funds, and alternative investments. Jeffrey has more than 23 years of investment management experience.
Prior to joining Enterprise Wealth Management, Jeffrey was a portfolio manager at Sovereign Bank's Wealth Management Group in Boston, where he managed over $1 billion in client assets. In addition, he served as a fixed income manager for a $3 billion pension fund in New York, worked on the institutional fixed income trading desk at Fidelity, and developed a wealth management practice at Merrill Lynch. He is currently a candidate for Level II of the Chartered Financial Analyst® (CFA) designation.
Jeffrey is actively involved in supporting multiple non-profit and charitable organizations, including fundraising events for Swim Across America and the Connecticut Challenge cycling event. He is also involved in community-building associations, such as Habitat for Humanity, and has served as a member of the fundraising committee and orchestra for South Church in Andover. In addition, Jeffrey is actively involved in coaching for the North Andover soccer and baseball leagues.