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    Ben McDonald

    Business Owner, Financial Planner, Podcast Host

    Ben McDonald is a prominent figure in the wealth management industry, currently serving as the Owner, CEO, and Wealth Manager at BGW Wealth Management.146 He is also the Co-Founder, Chief Investment Officer, and Partner at Aegis Group Partners HoldCo, a position he has held since July 2019.2

    McDonald's career spans various sectors of finance and investment:

    Professional Experience

    • Wealth Management: As the owner of BGW Wealth, McDonald leads a team of financial experts providing comprehensive wealth management services.16

    • Investment: He has extensive experience in investment, having worked as an Investment Professional at Ailanthus Capital Management and Citadel Global Equities.2

    • Investment Banking: McDonald's background includes stints at Houlihan Lokey and CIBC, where he focused on technology, media, telecom, and private company M&A.2

    Education and Certifications

    • MBA from Cambridge Judge Business School2
    • HBA from Ivey Business School at Western University2
    • Candidate in the Chartered Financial Analyst (CFA) Program2

    Entrepreneurial Ventures

    McDonald has demonstrated a strong entrepreneurial spirit. In 2023, he acquired ownership of both BGW Wealth and Crossfit Huntersville within a 10-day period.5 His experience as a business owner informs his approach to wealth management, as he sold his first business at the age of 24.6

    Board Memberships

    He currently serves on the Board of Directors for several companies, including Median Technologies, Noble Biomaterials, SuperTurbo Technologies, Next Generation Turbo, and Aegis Group Partners HoldCo.2

    Ben McDonald's LinkedIn username is indeed benmcdonaldnc, where he describes himself as a "Business Owner, Wealth Advisor, Podcast Host".37

    Related Questions

    What inspired Ben McDonald to transition into wealth management?
    How did Ben McDonald's experience at Cambridge Judge Business School influence his career?
    What are some notable achievements of Ben McDonald in his investment career?
    How does Ben McDonald balance his roles as a wealth advisor and podcast host?
    What are the key strategies Ben McDonald uses at BGW Wealth Advisors?
    Ben McDonald
    Ben McDonald, photo 1
    Ben McDonald, photo 2
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    Location

    Charlotte Metro
    Location