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Glen Macdonald

Glen Macdonald ... Wealth Management ... Greater New York City Area ... Investment Management

Burgess COMMENTARY

Peter Burgess

2nd Glen Macdonald Wealth Management Greater New York City AreaInvestment Management Current Hillview Capital Advisors, LLC, Wealth & Giving Forum Previous Merrill Lynch, CMS Companies, Adventis Corporation Education Harvard University 500+ connectionsConnectSend Glen InMailMore options Contact Info EnglishShow more www.linkedin.com/pub/glen-macdonald/5/5ba/591 Background Summary Wealth advisory, investment management, strategic philanthropy and executive management. Series 7, 63, 66. Current clients: families, private businesses, foundations and nonprofits. Prior experience: private equity, start-up ventures, post-meger transformations, turnarounds, business strategy, marketing, and financial management. Fluency in French, Spanish. Experience Senior Vice President Hillview Capital Advisors, LLC April 2013 – Present (9 months)Greater New York City Area Hillview Capital Advisors serves as an independent investment advisor to individuals, foundations, endowments and other entities with substantial financial resources. Hillview provides each of its clients conflict-free advice and harnesses a full range of capabilities of a dedicated family office and the benefits of scale associated one of the largest independent wealth management firms in the US. President Wealth & Giving Forum October 2003 – Present (10 years 3 months)Greater New York City Area www.wealthandgiving.org Merrill LynchWealth Management Merrill Lynch June 2011 – April 2013 (1 year 11 months)New York Principal CMS Companies January 2007 – June 2008 (1 year 6 months) Raises capital from private high net-worth individuals and families and invest in “illiquid” small cap private equity and real estate. Provides investment advisory services related to asset allocation, intergenerational wealth transfer and charitable giving. Serves entrepreneurs, family offices, trusts,small foundations and tax-exempt institutions. Vice President Adventis Corporation 2001 – 2005 (4 years) Strategy consultancy serving the telecom, internet, media and high tech sectors. Eleven partners, 120 employees, $60 million in revenue. PricewaterhouseCoopersPartner PricewaterhouseCoopers 1995 – 2000 (5 years) Leader in business assurance and consulting services. As Partner, Management Consulting, directed business development intitiaves, and led projects at VC-backed start-ups, Fortune 500 and middle market corporations,including large, multi-year assignments with staff of 50 + for multi-billion dollar units. Business and market strategies, cost management, performance reporting and revenue assurance. Certifications Series 7, 63, 66 Languages French Native or bilingual proficiency Spanish Professional working proficiency Skills & Expertise Strategic Financial...Turn Around ManagementBusiness StrategyMarketingManagement ConsultingPrivate EquityWealth ManagementAsset AllocationBusiness DevelopmentHigh Net Worth...Wealth Management...Series 7Marketing StrategyPhilanthropy Education Harvard University Harvard University Political Economy 1986 – 1987 Activities and Societies: Center for International Affairs Ford Foundation Fellow University of North Carolina at Chapel Hill University of North Carolina at Chapel Hill M.A., International Affairs 1980 – 1982 Activities and Societies: Fulbright Scholar, Mexico University of North Carolina at Chapel Hill University of North Carolina at Chapel Hill B.A., Economics, Political Science 1974 – 1978 Additional Info Interests Tennis, skiing, wine Advice for Contacting Glen e-mail: gdmacdonald29@aol.com, gmacdonald@wealthandgiving.org, or cell: 908-510-5310 Honors & Awards Additional Honors & Awards Ford Foundation Fellow - Harvard Center for International Affairs Rotary Foundation Graduate Fellow - Paris, France Chateaubriand Fellowship - Paris, France Fulbright Scholar - Mexico Benito Jaurez Becario - Mexico Organizations Additional Organizations President, Wealth & Giving Forum, Year Up - NYC Board of Directors, Rising Tide Capital, Advisory Board, Westfield Tennis Club ConnectionsShared (14) Steve RoccoSteve Rocco1st Sustainability/Impact at Tellus Technologies Vidar JorgensenVidar Jorgensen1st Chairman at World Health Care Congress Noor ShamsNoor Shams1st Director, Communications & Development at Grameen PrimaCare Marcia StepanekMarcia Stepanek1st Journalist, Media, New Media Strategist, Videographer and Adjunct Faculty, New York University Vivian Norris, PhDVivian Norris, PhD1st Consultant at EuropeTV, journalist, filmmaker, educator & wine enthusiast Tom WatsonTom Watson1st President of CauseWired, Journalist, Consultant to Nonprofits and Causes Allison FineAllison Fine1st Co-Author of The Networked Nonprofit, and author of Momentum: Igniting Social Change in the Connected Age Brian KaminerBrian Kaminer1st Owner Talgra LLC Elayne Zalis, PhD, MAElayne Zalis, PhD, MA1st Independent Writing and Editing Professional Cliff FeigenbaumCliff Feigenbaum1st Founder, GreenMoney Journal & GreenMoney.com (award-winning information on Sustainable Investing & Business since 1992) PreviousNext Groups Adventis Alumni Adventis Alumni Join Big Four Accounting Consulting - Deloitte, Ernst & Young, KPMG, PwC, Accenture, Capgemini (Big4.com) Big Four Accounting Consulting - Deloitte, Ernst & Young, KPMG, PwC, Accenture, Capgemini (Big4.com) Join Coopers & Lybrand/PwC Infocom Practice Alumni Coopers & Lybrand/PwC Infocom Practice Alumni Join Family Offices and Institutional Investors Family Offices and Institutional Investors Join Family Philanthropy Network Family Philanthropy Network Join Finance and Investment Management Finance and Investment Management Join Financial Advisor Network (FAN) Financial Advisor Network (FAN) Join See 14 more Following Influencers Jeffrey Walker Vice Chairman,... 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