Manhattan West, a Los Angeles-based wealth management and alternative investments firm, has appointed Patrick McDonald as a managing director and financial advisor.
Based in Orange County, Calif., McDonald will provide his client base of corporate executives, business owners and high-net-worth families and individuals with financial planning services, leveraging his tax and estate experience. He brings more than a decade of relevant experience to Manhattan West, focusing on tax preparation and financial planning. Previously, McDonald was a director at MAI Capital Management LLC, where he coordinated and managed tax and retirement plans for small business owners and high-net-worth clients. Before MAI, McDonald was an associate in Goldman Sachs‘ executive counseling division, providing tax preparation, wealth transfer, alternatives and investment management services to corporate executives and wealthy families.
“Patrick’s extensive experience in tax and estate planning will be pivotal in building financial plans that last through generations, helping to preserve the wealth of our clients and their families,” says Lorenzo Esparza, CEO and founding principal at Manhattan West.