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RICK MACDONALD, MBA, MSF, CFA, CFP 
Rick is a Senior Financial Advisor/Principal for Mintz Levin Financial Advisors, LLC, which was founded in October 1998 to provide wealth management and investment advisory services to individuals and families. Mintz Levin Financial Advisors counsels clients on asset allocation and investment strategies, and offers comprehensive, customized investment advisory and financial planning services. In 2004, 2005, 2006, 2007, and 2008, Wealth Manager magazine chose Mintz Levin Financial Advisors as one of the nation's top wealth management firms.
Rick has over 10 years of experience in comprehensive financial planning for high-net-worth clients on investments, retirement, education funding, insurance, taxes, and estate planning. He also serves as a member of the firm's Investment Committee, which is responsible for researching, monitoring, and recommending equity, fixed-income, and alternative investments for clients.
Rick is currently an adjunct professor at Boston University in the Program for Financial Planners. He has lectured on personal finance to local universities, including an annual presentation to the Harvard Law School and a seminar for graduating seniors at Boston University. Rick has been quoted in publications including the San Diego Business Journal, Money Magazine, and the Boston Metro, and been a guest on Bob McCormick's Money 101 show on KNX news radio in Los Angeles. In 2008, Rick was named one of America's Top Financial Planners by the Consumer Research Council of America. He was included in Boston Magazine's 2010 list of Five Star Wealth Managers.*
Rick graduated, summa cum laude, from the University of Massachusetts with a B.A. in Economics, and received both his M.B.A. and his Master of Science in Finance from Boston College. He is a CERTIFIED FINANCIAL PLANNERTMpractitioner, holds the Chartered Financial Analyst designation (CFA), and is a member of the Boston Society of Security Analysts. * To read the "Disclosure Regarding Recognition Given To Mintz Levin Financial Advisors, LLC Advisory Personnel," please click here.
CFP and CERTIFIED FINANCIAL PLANNERTM marks are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Contact:
rmacdonald@mintz.com
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