Broker Check

Marit MacDonald's Honors and Recognition

Guest Lecturer

The Undergraduate Business Program at Santa Clara University

Dates: May 2015, May 2016, May 2017

Marit MacDonald has been a guest lecturer multiple times in the University’s undergraduate business program. She enjoys bringing her perspective as a small business owner to these future business leaders. She focuses on key leadership skills, where to learn them, and what attributes employers look for in potential hires.

Conferences

Barron's Top Independent Women Advisors Summit 2017 Attendee

Ms. MacDonald was one of approximately 500 financial advisors who were selected by their firms to attend and participate in the conference. In 2017, she was honored to be selected as a speaker at one of the conference sessions.


Barron's Top Women Advisors Summit Attendee

The Barron's Top Women Advisors Summit is a national invitation-only conference held at The Breakers in Palm Beach, FL. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Ms. MacDonald is one of an exclusive group of financial advisors who have been repeatedly selected by their firms to attend and participate in the conference.

2016

Speakers included Reshma Saujani, Founder and CEO of Girls Who Code, and Sarah Robb O’Hagan, author and former president of Equinox Fitness, along with many other thought-provoking presentations.

2015

Speakers included Amy Cuddy, Harvard Business School Professor, and Geena Davis, award-winning actress and founder of the Geena Davis Institute on Gender in Media, along with many other enlightening presenters.

2014

Speakers included entrepreneurs and enterprise founders Bobbi Brown of Bobbi Brown Cosmetics, Jennifer Hyman of Rent the Runway, and Alli Webb of Drybar, along with numerous other fascinating speakers.

LPL Financial Annual Advisory Leaders Forum 2014 Attendee

This invitation-only event brought together the top LPL Financial-affiliated fee-based advisors in an exclusive academic setting to participate in a focused curriculum addressing a broad range of crucial advisory disciplines. As part of this year's Advisory Leaders Forum, Robert J. Shiller, winner of the 2013 Nobel Prize in Economic Science, joined other Yale professors to deliver cutting-edge content on topics ranging from the housing market and the economy to the changing healthcare landscape.

Featured In

LPL Magazine - The Growth Issue
Winter 2015

Community Service

As a two-time Executive Vice-President of the Junior League of San Jose, Marit has long supported the Silicon Valley’s business and philanthropic communities. She has also volunteered for other nonprofits such as Junior Achievement and the Financial Planning Association. She continues to be an active volunteer and leader. She is currently serving her third year on the JLSJ’s Endowment Fund Board of Directors.