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Tom MacDonald, CFA

Investment Director, Private Client Practice

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Tom MacDonald is an Investment Director for the Private Client Practice at Cambridge Associates.

Tom advises families, family offices, and other sophisticated institutional investors on all topics related to portfolio management. This includes portfolio strategy, custom portfolio construction, asset allocation, and manager evaluation and selection across asset classes.

Additionally, Tom has co-authored diligence reports across marketable and private investment strategies, co-leading monitoring on two specialty finance strategies. He also contributes to work on CA’s Tax Efficiency team.

Prior to joining the firm in 2022, Tom was a consultant at FactSet Research Systems.

Tom received his BA in Finance and Economics cum laude from Elon University. He is a CFA® charterholder and an active member of the CFA® society in Boston.

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