Joe Stanzi

Portfolio Manager-Equities at McDonald Partners LLC

Finance

Consumer Services

Profile

Mr. Joseph P.
Stanzi is a Managing Director at McDonald Partners LLC.
He has over 25 years experience managing diversified equity portfolios on a discretionary basis for individuals, corporations, trusts & non-profit endowments.
Mr. Stanzi started his career at Parker Hunter Investments and became Branch Manager before moving to McDonald Securities in 1992.
He earned his Bachelor of Science degree from Lake Erie College with a Major in both Marketing & Finance.
He is Series 7,63,65 & 8 registered.
He also completed the Securities Institute Association.

Joe Stanzi active positions

Companies	Position	Start
McDonald Partners LLC McDonald Partners LLC Investment ManagersFinance McDonald Partners LLC is an independent, dually-registered investment adviser and broker-dealer headquartered in Cleveland, Ohio. It has additional offices in Ann Arbor & Boyne City, Michigan, and Toledo, Ohio. The firm was founded by Thomas McDonald in 2005. McDonald Partners provides a variety of investment management services through its Financial Advisors to individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities.	Portfolio Manager-Equities	30/06/2009

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Training of Joe Stanzi

Lake Erie College

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Private companies	1
McDonald Partners LLC McDonald Partners LLC Investment ManagersFinance McDonald Partners LLC is an independent, dually-registered investment adviser and broker-dealer headquartered in Cleveland, Ohio. It has additional offices in Ann Arbor & Boyne City, Michigan, and Toledo, Ohio. The firm was founded by Thomas McDonald in 2005. McDonald Partners provides a variety of investment management services through its Financial Advisors to individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities.	Finance