About
Spenser McDonald is a former Financial Analyst at McDonald Capital Investors, Inc., based in Orinda, California. In this role, he was responsible for supporting investment research, due diligence, and portfolio analysis activities within the firm. His work focused on evaluating public equities and contributing to the broader investment decision-making process.
During his tenure, McDonald specialized in analyzing U.S. and global equities, with a particular emphasis on long-term capital appreciation strategies typical of value-oriented asset management firms. His responsibilities likely included fundamental company research, sector analysis, and financial modeling, supporting the firm's focus on concentrated equity portfolios.
Spenser McDonald brings a solid background in financial analysis, with experience developed at McDonald Capital Investors. While additional details about his educational credentials and prior roles are not available from current sources, his expertise is rooted in equity analysis and in supporting disciplined, research-intensive investment processes targeting high-quality companies in both domestic and international markets.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| McDonald Capital Investors, Inc. | Financial Analyst | Dec 2017 to Aug 2024 | Client Relations, Research Analyst Assumed increasing responsibilities over the 6 years starting from client relations and growing to include primary back office trading opperations manager, ESG repor... |
| San Francisco Bay Gourmet Coffee | Trolley Event Manager | Apr 2017 to Dec 2017 | Oversaw mobile marketing and onsite visits, community outreach and supported sales through promotional events •Developed a lasting on-site tour and education program for a coffee roaster, organized co... |
| Genesan | Business Development Manager | Nov 2015 to Jun 2016 | •Market Development: Responsible for developing West Coast marketing strategy to open the territory •Client Identification: Based on East Coast client base prospected new business from hospitals & uni... |
| FireEye, Inc. | Facilities Sustainability Intern | Jun 2014 to Aug 2014 | •Cost Reduction: Designed & implemented a composting program to achieve cost savings for the company •Facility Improvement: Reorganized the office layout to increase productivity & communication •Empl... |
| Green Planet 21 | Paid Intern | Dec 2011 to Aug 2012 | •Special Project: Analyzed potential & presented results for a zero waste plan for a Fortune 100 Company •Zero Waste Opportunity Analyst: Determine cost efficient ways to recycle non-traditional mater... |
| The Claremont Hotel | Head Swim Coach and Life Guard | May 2010 to Aug 2011 | Head Swim Coach: •Developed daily and monthly workout plans and strategies •Scheduled and staffed workouts to accommodate conflicting schedules Head Life Guard •Welcomed club members & patrons and enf... |
Education
UW Foster School of Business
Master of Business Administration - MBA
2024 — 2026
University of Puget Sound
Bachelor of Arts (B.A.), Business Administration and Management, General; Bachelors of Arts Economics
2010 — 2015
Miramonte High School
2007 — 2010