The latest senior moves in the North American wealth management sector.

Manhattan West, a US wealth management and alternative investments firm, has appointed Patrick McDonald as managing director and financial advisor.

Based in Orange County, California, McDonald will provide his client base of corporate executives, business owners, and high net worth families and individuals with comprehensive financial planning services, leveraging his tax and estate expertise. 

McDonald brings more than a decade of relevant experience to Manhattan West, specializing in tax preparation and financial planning. Previously, McDonald was director at MAI Capital Management, where he coordinated and managed complex tax and retirement plans for small business owners and high net worth clients. Before MAI, McDonald was an associate in Goldman Sachs’ executive counseling division, providing tax preparation, wealth transfer, alternatives and investment management services to corporate executive and wealthy families. 

Raymond James
Raymond James has welcomed financial advisor Rui M Forcada to the firm’s employee advisor channel. He will serve as senior vice president – investments.

Based in Fort Lauderdale, Florida, Forcada is joining from Deutsche Bank with over 35 years of experience in the financial services industry. Clients include business owners, family offices, money managers and individuals planning for retirement.

Forcada began his career in 1986 as a service officer at Citibank’s international private banking department in New York. In 1989, he moved to Miami to continue his private banking and wealth management career at BankBoston International, Lloyds Bank International, HSBC Private Bank International and Deutsche Bank Wealth Management, having held senior leadership positions at the last two. Forcada has a bachelor’s degree in marketing and a master’s in finance from Fordham University.