RICK MACDONALD, MBA, MSF, CFA, CFP

Rick is a Senior Financial Advisor/Principal for Mintz Levin Financial Advisors.

Rick has over 10 years of experience in comprehensive financial planning for high-net-worth clients on investments, retirement, education funding, insurance, taxes, and estate planning. He also serves as a member of the firm's Investment Committee, which is responsible for researching, monitoring, and recommending equity, fixed-income, and alternative investments for clients.

Rick recently spent three years as an adjunct professor in the Financial Planning Program at Boston University. He has lectured about personal finance at local universities, including an annual presentation at Harvard Law School and at a seminar for graduating seniors at Boston University.

Rick has been quoted in publications, such as Money Magazine, the Boston Business Journal, the San Diego Business Journal, the Jewish Advocate, and the Boston Metro, and has been a guest on Bob McCormick's Money 101 show on KNX news radio in Los Angeles. He was included in Boston Magazine's list of "Five Star Wealth Managers" in 2010 and 2011.*

Rick graduated, summa cum laude, from the University of Massachusetts with a BA in Economics, and received both his MBA and his MS in Finance from Boston College. He is a CERTIFIED FINANCIAL PLANNER^TM practitioner, holds the Chartered Financial Analyst designation (CFA), and is a member of the Boston Security Analysts Society.

* To read the "Disclosure Regarding Recognition Given To Mintz Levin Financial Advisors, LLC Advisory Personnel," please click here.

CFP and CERTIFIED FINANCIAL PLANNER^TM marks are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Contact:
rmacdonald@mlfallc.com