Ted R. Stone
Title: Managing Director, MRT Advisors
Branch / Location: Toledo, OH
As a founding member of the first Toledo Student Credit Union, Ted’s love of the investment industry was born. With more than 20 years of trust and wealth management experience, he has managed client portfolios and investment activities, as well as worked with foundations, endowments, institutions and trusts across the United States.
Ted has been with McDonald Partners for nearly 10 years, serving as Managing Director and a trusted advisor to his clients. Specifically, he is responsible for investment management and oversight of personal accounts, family trusts, retirement accounts and corporate plans, while providing custom investment solutions.
Prior to joining McDonald Partners, Ted was a Lead Portfolio Manager for National City Bank’s private client group. From National City, Ted moved on to Huntington National Bank as Vice President and Senior Portfolio Manager. While at Huntington, he also served as Chair of the Portfolio and Fund Risk Management Committee, overseeing over 80 other portfolio managers to help ensure proper portfolio management risk standards were being met.
He earned his Bachelor’s Degree in Finance and Communication from the University of Toledo, and has passed the level one CFA exam. Ted holds several securities licenses including Series 7, 66 and the State of Ohio Life and Health Insurance license.
Ted is a past Board Member of Goodwill Industries of Northwest Ohio.
He is married with three children and enjoys spending time boating at the lake.