Ms. Michelle MacDonald is responsible for servicing the accounts of family office clients and ultra high-net-worth families and individuals.
Prior to Certuity, Ms. MacDonald worked at UBS, where she served as a Registered Client Service Associate, focusing on client services for ultra-high net worth clients and equity plan advisory services. She began her career at Capstone Investment Advisors, a global fund manager in New York.
Ms. MacDonald obtained her Bachelor’s Degree in Finance and Certificate in Commercial Real Estate from San Francisco State University. She currently holds the Series 3 and 66 licenses.