Client Service & Analytics
Jayme McDonald, CFP®
Executive Director
Head of Client Service & Analytics
Background
Jayme M. McDonald, CFP®, Executive Director, joined Sterling Capital Management in 2013 and has investment experience since 2008. Jayme is head of client service and analytics, and previously served as intermediary client service manager. Prior to Sterling, she worked as a client strategy associate at Boston Financial Management. Jayme received her B.A. in Political Science and Legal Studies from the University of Massachusetts. She holds the Certified Financial Planner® designation.
Area of Focus
- Client Service & Analytics
Previous Experience
- Boston Financial Management
Education
- B.A. University of Massachusetts
Affiliations & Professional Licenses
- Certified Financial Planner
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