NEW YORK: T: (212) 697-1000
SPECIALISTS
Michaela M. McDonald
Director, Citrin Cooperman Advisors LLC
Experience
Michaela is a director at Citrin Cooperman's Business Management and Family Office Practice. She has more than a decade of experience as an investment manager and is a certified financial planner (CFP).
Michaela specializes in advanced financial planning and portfolio construction for ultra-high-net-worth families and business owners in the New York area and nationwide. She works closely with teams throughout Citrin Cooperman’s multidisciplinary service lines, providing clients with thorough, engaging and sustainable planning that supports every stage of their financial lives.
Before joining the firm, Michaela worked as a business analyst at a financial technology startup and as a financial planner at a multinational financial services company.
CREDENTIALS
Education
B.S. in Finance, Marquette University
Licenses
CFP®
Registered Investment Advisor
Presentations & Publications
"This is Not a Game: Why Current Investing Trends Aren’t Working for Women," HerMoney, May 13, 2021
WORK-LIFE BALANCE
Community Involvement
Michaela lives in Manhattan, NY and enjoys staying actively involved in her community. She volunteers with Crossroads Community Services, supporting their efforts to provide essential resources to New Yorkers in need.
Work-Life Balance
In her spare time, you can often find Michaela heading for the nearest mountains, reading anything she can get her hands on or battling a new recipe in the kitchen.
Get in touch with Michaela M. McDonald today.
Fill out the form below to get in direct contact with Michaela M. McDonald and start your personalized consultation journey.
Get in touch with Michaela M. McDonald today.
Fill out the form below to get in direct contact with Michaela M. McDonald and start your personalized consultation journey.