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Patrick McDonald, CFP®, has extensive work experience in the financial industry. Patrick is currently working as a Managing Director at Manhattan West since March 2023. Prior to that, Patrick served as a Director at MAI Capital Management, LLC from September 2020 to March 2023. Patrick also worked as an Associate at Goldman Sachs from April 2015 to August 2020. Patrick's earlier experience includes working as a Financial Analyst at Pacific Gas and Electric Company from December 2013 to March 2015.

Patrick McDonald, CFP® completed their Bachelor of Science degree in Finance, General from California State University, Fresno between 2010 and 2014. Patrick is currently pursuing their Master of Business Administration (MBA) from the University of California, Irvine - The Paul Merage School of Business, expected to be completed in 2022.