Bart McDonald MBA, CRCP, CSCP, CAMS

Biography:

Bart is responsible for RRS’ investment advisory practice and has over seventeen years of public/private sector regulatory compliance and operations experience with investment advisers, broker-dealers, private funds, and investment companies.

Specialties:

Regulatory Consulting Services
– Investment Adviser and Broker-Dealer regulatory compliance reviews/mock audits
– Development and implementation assistance of Compliance Programs
– Development of compliance manuals, supervisory procedures and supervisory control procedures for investment advisers and broker-dealers

Registration Services
– Formation of investment advisers and broker-dealer
– Form ADV and Form BD Filings
– Agent registrations and Brochure Supplements

Education:

• 1995 – M.B.A
  Florida Atlantic University
  Masters of Business Administration/Finance Emphasis
• 1992 – B.A
  Florida Atlantic University
  Bachelor of Arts/Economics
• 1990 – B.A
  Merrimack College
  Bachelor of Science/Marketing

Designations:

• Certified Regulatory Compliance Professional (CRCP)
• Certified Securities Compliance Professional (CSCP)
• Certified Anti-Money Laundering Specialist (CAMS)