Kevin McDonald
Senior Vice President and Senior Fiduciary Strategist , Key Private Bank
- Role
- Senior Vice President and Sr Fiduciary Strategist at Key Wealth
- Location
- Dayton, OH, US
- LinkedIn followers
- 500 followers
About Kevin McDonald
I have over 35 years of experience advising high net worth individuals and families as well as endowments and private foundations. I have extensive expertise in Trust and Estate Planning, Charitable Giving, and endowment distribution strategies. I would like to have the opportunity to work with you and your clients. Please call me at (93••••••86 if you would like me to provide assistance.
Experience
Senior Vice President and Sr Fiduciary Strategist
Mar 2016 — Present · Dayton, OH, US
Education
Indiana University Bloomington
B.S.
Indiana University - Kelley School of Business
BS
1976 — 1980
University of Cincinnati
MBA
1980 — 1983
Skills
- Fundraising
- Asset Allocation
- Financial Planners
- Estate Administration
- Charitable Giving
- Estate Tax Planning
- High Net Worth Individuals
- Investments
- Finance
- Community Foundations
- Charitable Gift Planning
- Charitable Trusts
- Leadership
- Nonprofits
- Community Outreach
- Retirement Planning
- Wealth Management
- Strategic Financial Planning
- Financial Analysis
- Strategic Planning
- Nonprofit Organizations
- Investment Management
- Private Foundations
- Public Speaking
- Trusts
- Financial Planning
- Risk Management
- Estate Planning
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