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Boston - One Boston Place

Roderick Macdonald

JD, CFP®

Senior Wealth Advisor

201 Washington St, 11th Floor
Boston, MA 02108

Roderick Macdonald

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Roderick Macdonald

Professional Certifications

  • JD – Juris Doctor
  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Roderick

Rod leverages his strong analytical skills and abilities as a corporate lawyer to advise clients on a broad background of business, legal, and financial issues. Rod brings more than 20 years of experience as a business and commercial real estate lawyer.

Rod serves on the board of directors for Animal Rescue League of Boston, a nonprofit that has been involved with animal welfare in the area for over 100 years. For 15 years, Rod served as chairman of the Advisory Committee for the City of Boston, guiding the comprehensive planning process for billions of dollars of planned development on the City of Boston Waterfront. He was named a “Five Star Wealth Manager” by Boston Magazine from 2014 to 2020.

When not in the office, Rod enjoys playing tennis, golf, biking, and gardening, as well as escaping for time away when possible.

Education and Professional Milestones

-Brown University - bachelor of arts in international relations

-Indiana University School of Law - juris doctor

-Was a principal of Long Wharf Investors

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