Mr. Yako, Director of the Managed Assets Group, is responsible for new product due diligence, developing and implementing a performance reporting system, and providing support and analysis to financial advisors. Tom has more than 17 years experience in the securities industry. Prior to joining McDonald Partners, LLC, he worked for McDonald Investments in Cleveland.
During his tenure at McDonald Investments, Tom developed strategic asset allocation programs for institutional clients such as foundations, endowments, ERISA plans and high net worth individuals. He was instrumental in developing and implementing an investment consulting process to more than 500 financial advisors, encompassing current portfolio analysis, optimal portfolio development, investment policy creation, investment manager due diligence, and investment program implementation and monitoring. Tom was a member of the Mutual Fund Due Diligence Committee and was the Chairperson of the Managed Assets Group Investment Committee.
Tom has successfully completed the Center for Fiduciary Studies Certification course, earning the designation of Accredited Investment Fiduciary Analyst (AIF). Tom has also earned the Series 7, 9, 10, 24, 31 and 66 licenses.