Profile
Mr. Matthew A. Norton is a Financial Advisor at McDonald Partners LLC.
In his role, he works closely with his clients, helping them understand their resources and opportunities, and then developing and executing their-long term financial plans.
Prior to joining McDonald Partners in 2010, Mr. Norton spent three years with Edward Jones.
He began his career as a Distributor Representative for Ingersoll Rand Construction Equipment.
He later joined a privately-held heavy equipment distributor and was quickly promoted to Branch Manager.
He received his BA degree in Communications Arts from Villanova University.
He currently holds series 7 and 66 securities licenses, as well as Ohio life, health and long-term care insurance licenses.
Matt Norton active positions
| Companies | Position | Start |
|---|---|---|
McDonald Partners LLC
McDonald Partners LLC Investment ManagersFinance McDonald Partners utilizes open architecture to create investment strategies to meet the diverse needs of their clients. In addition to the basic investment classes of cash, equity and fixed income, the firm offers private equity and private real estate programs, when appropriate. They also have access to third party investment managers when additional expertise is needed. Their security analysis methods include charting, fundamental analysis, technical analysis and cyclical analysis. | Portfolio Manager-Equities | 01/11/2010 |
Training of Matt Norton
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Linked companies
| Private companies | 2 |
|---|---|
McDonald Partners LLC
McDonald Partners LLC Investment ManagersFinance McDonald Partners utilizes open architecture to create investment strategies to meet the diverse needs of their clients. In addition to the basic investment classes of cash, equity and fixed income, the firm offers private equity and private real estate programs, when appropriate. They also have access to third party investment managers when additional expertise is needed. Their security analysis methods include charting, fundamental analysis, technical analysis and cyclical analysis. | Finance |
Villanova University
Villanova University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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