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Patrick Aloysius McDonnell

Cooke & Bieler, LP

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About Patrick Aloysius McDonnell

Patrick McDonnell is a financial advisor with Cooke & Bieler, LP. Patrick specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Patrick has worked in the industry since 1995, and has a wealth of experience in the financial services industry. Patrick is registered with the state of Pennsylvania as an investment advisor representative. Previously, Patrick worked at PIMCO INVESTMENTS LLC and CITIGROUP GLOBAL MARKETS INC.

Firm Information

Patrick McDonnell is currently registered with Cooke & Bieler, LP. Cooke & Bieler, LP is an investment advisor headquartered in Philadelphia, PA. The firm primarily provides portfolio management services to individuals, investment companies, pooled investment vehicles, and businesses, as well as to state and municipal government entities, charitable organizations, and pension and profit-sharing plans. They manage a total of $11.83 billion in regulatory assets under management. The firm also offers wrap fee programs.
Cooke & Bieler, LP

TWO COMMERCE SQUARE

PHILADELPHIA, PA 19103

$11.83B

Assets Under Management

2

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Patrick McDonnell’s Registration & Firm History

PA

09/20/2016 - Present

Cooke & Bieler, LP (PHILADELPHIA PA)

NY

12/22/2012 - 06/03/2015

PIMCO INVESTMENTS LLC (NEW YORK NY)

NY

09/20/2001 - 05/25/2006

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

PA

10/24/1995 - 05/18/2001

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

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Licenses & Designations

BC

Issued 03/08/2013

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/19/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/03/2015

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/2014

Series 3 - National Commodity Futures Examination

BC

Issued 12/21/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Aloysius McDonnell.
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