Title: Director of Financial Planning
Branch / Location: Cleveland, OH
McDonald Partners believes that that financial planning is the cornerstone of every relationship. As the Director of Financial Planning, Lisa Rosenthal supports advisors in all aspects of financial planning –from data gathering and plan development to plan delivery and implementation. In addition, she participates in evaluating financial planning software and delivering financial planning services to advisors and their clients.
Lisa joined McDonald Partners in 2017 from the Park Edge Group, which concentrated on providing investment advisory services to individuals and mid-level institutions. Prior to her time with Park Edge, she serviced both institutional and individual clients in a variety of roles at Key Private Bank, Victory Capital Management and Morgan Stanley for over 20 years.
A graduate of Miami University with a degree in Marketing, Lisa later earned a Master’s of Business Administration from the Weatherhead School of Management at Case Western Reserve University with a focus in Finance and International Management. She is a Certified Financial Planner (CFP®) and obtained the Chartered Financial Analyst® designation, which is the most rigorous certification for investment professionals, especially in the area of research and portfolio management, and which holds charter holders to the highest ethical standards.
Lisa serves on the boards of the Glen Eagles Golf Course and Lake Erie Ink, a non-profit that provides creative expression opportunities and academic support to kids and teens in the Greater Cleveland area. She and her husband live in Twinsburg with their three children.