Kristin
Mcdonnell
Macquarie Investment Management Business Trust
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About this Advisor
Kristin Mcdonnell is a financial advisor based in Philadelphia, Pennsylvania, working with Macquarie Investment Management Business Trust. Kristin has previously held positions at Delaware Investments and Macquarie Investment Management Business Trust. Kristin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in multiple states, including Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin. Currently, Kristin is part of Macquarie Investment Management Business Trust, which operates out of Philadelphia, Pennsylvania. The firm has 5 offices and 657 employees. The firm manages assets totaling $191.9 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Macquarie Investment Management Business Trust includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Macquarie Investment Management Business Trust Brokerage Details
$191,883,504,410
657
407
$471,458,242
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Kristin Mcdonnell Work History
Macquarie Investment Management Business Trust
Delaware Investments
Disclosures
Please visit the SEC profile of Kristin Mcdonnell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Macquarie Investment Management Business Trust
Warren, NJ
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Leawood, KS
Philadelphia, PA
Philadelphia, PA
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