Originally from Mont Belvieu, TX, Cade McDonald serves as Manager of Client Strategies focusing on Operations, Research, Risk Management, and Portfolio Design. He began his career with Equitable Advisors in 2015 after Graduating from Texas State with a BBA in Finance before joining Capitalwise in 2020 to help lead the team as a research and portfolio design professional. When he’s not busy crafting meticulous investments, he enjoys spending time with his wife, Ashley, son Boone, and daughter Rory. In addition, Cade also enjoys golfing, hiking, biking, motorcycles, and exploring new destinations.