Advisor at Twin Lights Capital Management LLC
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Firm
Twin Lights Capital Management LLC
Location
Beverly, MA 01915
Credentials
Series 65
Industry experience
4 years
David Mc Donald is a Series 65 credentialed advisor at Twin Lights Capital Management LLC with four years of industry experience. He previously worked at Dakota Wealth, LLC and was self-employed for over a decade. Mc Donald also serves as an adjunct professor of finance at Boston University. Twin Lights Capital Management provides discretionary portfolio management to individuals, family offices, and select institutional clients. The firm focuses on U.S. growth equity strategies using a bottom-up fundamental research approach combined with top-down thematic analysis, incorporating hedging and leverage tools when appropriate.
May charge a flat fee at Advisor’s discretion based on certain criteria.
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000+: 1.00%
Account minimum: $1,000,000
100 Cummings Center Drive, Suite 322 D
Beverly, MA 01915
Massachusetts
Twin Lights Capital Management LLC
2024 - Present (2 years)
Dakota Wealth, LLC
2021 - Present (5 years)
Self Employed
2010 - 2021 (11 years)
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