Bill Hegarty
Chief Investment Officer at McDonald Partners LLC
Profile
Mr. William M.
Hegarty, Jr., is a Chief Investment Officer & Portfolio Manager at McDonald Partners LLC.
He joined the firm in September 2010.
After receiving graduation in 1972, Mr. Hegarty joined Cleveland Trust (now Key Bank) as an Investment Research Analyst in the Trust Investment Division.
In 1977, he became Portfolio Manager for the bank’s Personal Trust Diversified Equity Fund as well as Manager for $700 million in high net worth individual and foundation/endowment relationships.
In 1988, he co-founded Hickory Investment Advisors in Cleveland Ohio and was the Chief Investment Officer.
In 1992, he became a principal in the Cleveland office of Buffalo based Courier Capital Management.
In May 1996, he joined Gradison McDonald Asset Management as Managing Director and Portfolio Manager.
In 2007 UBS Financial Services acquired the division and he became Executive Director and a member of the Core Equity Selection Committee.
He is Trustee Emeritus and Former Vice Chairman and Treasurer of Cuyahoga Community College Foundation Board of Trustees (1993-2007).
He is the former Chairman of the Board of Recovery Resources Inc. (1994-2003) and also served as Trustee of Ronald McDonald House of Cleveland.
He received his B.B.A.
from the University of Kentucky in 1972.
He is Series 7 and 66 licensed.
Bill Hegarty active positions
| Companies | Position | Start |
|---|---|---|
McDonald Partners LLC
 McDonald Partners LLC Investment ManagersFinance McDonald Partners LLC is an independent, dually-registered investment adviser and broker-dealer headquartered in Cleveland, Ohio. It has additional offices in Ann Arbor & Boyne City, Michigan, and Toledo, Ohio. The firm was founded by Thomas McDonald in 2005. McDonald Partners provides a variety of investment management services through its Financial Advisors to individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. | Chief Investment Officer | 01/09/2010 |
Former positions of Bill Hegarty
| Companies | Position | End |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 01/08/2010 |
McDonald Investments, Inc.
 McDonald Investments, Inc. Investment ManagersFinance Gradison McDonald Investments, Inc. (GMI) is the Cincinnati, Ohio-based buyside group of Keybank NA (NYSE: KEY). | Portfolio Manager-Equities | 01/02/2007 |
KeyBank NA (Cleveland, Ohio)
 KeyBank NA (Cleveland, Ohio) Major BanksFinance KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH. | Corporate Officer/Principal | - |
Training of Bill Hegarty
| University of Kentucky | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
McDonald Partners LLC
McDonald Partners LLC Investment ManagersFinance McDonald Partners LLC is an independent, dually-registered investment adviser and broker-dealer headquartered in Cleveland, Ohio. It has additional offices in Ann Arbor & Boyne City, Michigan, and Toledo, Ohio. The firm was founded by Thomas McDonald in 2005. McDonald Partners provides a variety of investment management services through its Financial Advisors to individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. | Finance |
KeyBank NA (Cleveland, Ohio)
KeyBank NA (Cleveland, Ohio) Major BanksFinance KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH. | Finance |
McDonald Investments, Inc.
McDonald Investments, Inc. Investment ManagersFinance Gradison McDonald Investments, Inc. (GMI) is the Cincinnati, Ohio-based buyside group of Keybank NA (NYSE: KEY). | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
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