# MCDONALD INVESTMENTS INC.

MCDONALD INVESTMENTS INC. of CLEVELAND, OH is an SEC-registered investment adviser.

## Registration

- CRD: 566
- Type: SEC-registered investment adviser
- SEC file number: 801-11037
- Location: MCDONALD INVESTMENTS CENTER, 800 SUPERIOR AVENUE, CLEVELAND, OH, 44114
- Phone: 216-443-2300
- Latest filing: 2006-06-19
- Regulatory AUM: $6.2B
- Discretionary AUM: $5.5B
- Non-discretionary AUM: $652.0M
- Clients: 2,000
- Accounts: 12,887

## Officers, owners & control persons (25)

| Name | Role | Location |
| --- | --- | --- |
| LOUTTIT KATHRYN HALE | DIRECTOR, LEGAL COUNSEL | — |
| BUTLER THOMAS JOHN | MANAGING DIRECTOR | — |
| BUONCORE RICHARD JAMES | SENIOR MANAGING DIRECTOR | — |
| BUNN THOMAS WARE | PRESIDENT | — |
| JONES PANAYIOTA G | CHIEF EXECUTIVE OFFICER; DIRECTOR; PRESIDENT, CHIEF OPERATING OFFICER | — |
| AUSTIN DANIEL F | SENIOR MANAGING DIRECTOR | — |
| CLUTTERBUCK ROBERT T | CHIEF EXECUTIVE OFFICER; VICE CHAIRMAN | — |
| DELLA RATTA JR RALPH | SENIOR MANAGING DIRECTOR | — |
| DEMKO RICHARD S | MANAGING DIRECTOR | — |
| JAMIESON PATRICIA J | SENIOR MANAGING DIRECTOR, DIRECTOR | — |
| JANES KAREN A | CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR; DIRECTOR OF COMPLIANCE, MANAGING DIRECTOR | — |
| MCDONALD THOMAS M | SENIOR MANAGING DIRECTOR | — |
| PATSEY KENNETH JAMES | MANAGING DIRECTOR | — |
| SCHLIFER JOHN LEROY | SENIOR MANAGING DIRECTOR; SR. MANAGING DIRECTOR, DIRECTOR | — |
| SUMMERS WILLIAM BAYNE JR | CHAIRMAN OF THE BOARD | — |
| SCHAFER DAVID | CHIEF OPERATIONS OFFICER | — |
| MORAN ROBERT DOMINIC JR | CHIEF FINANCIAL OFFICER | — |
| JAMIESON PATRICIA JANE | SENIOR MANAGING DIRECTOR, DIRECTOR | — |
| GOERING SHELLY ANN | CHIEF COMPLIANCE OFFICER | — |
| GORMAN CHRISTOPHER MARROTT | EXECUTIVE VICE PRESIDENT, DIRECTOR | — |
| PREISER DOUGLAS WILLIAM | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR; SR. MANAGING DIRECTOR, DIRECTOR | — |
| HEISLER ROBERT BAUMAN JR | CHIEF EXECUTIVE OFFICER; DIRECTOR | — |
| TEHI MARLENE | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR | — |
| MESSINA SALVATORE ANTHONY | GROUP PRESIDENT | — |
| SHAW CHARLES RALPH | CHIEF EXECUTIVE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/566/brochure
- Similar advisers: https://search.stillhousedata.com/firm/566/similar
- Related entities: https://search.stillhousedata.com/firm/566/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/566

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.