Expert perspective to help drive value and growth
Over 40 years of experience
Founded in 2003, Hartwell celebrates 20 years as a C corporation. Mr. MacDonald’s experience extends beyond then, having served the financial services community for over 40 years as a trusted advisor, mentor, and operating executive.
Past and present licenses include Series 7 & Series 63 along with insurance licenses in New York, New Jersey, and 9 other states.
Past Projects & Achievements
1992
Management Team Member in Management Buyout from Citigroup (New York City)
1998
Management Team Member completed launch of licensed Insurance Company (Singapore)
2001
Senior Management Member of newly launched subsidiary of Chubb Insurance (New York City)
2008 - 2016
Founding member of 2 companies in lease surety & residential lease guarantor space (New York City)
2018
Identified, advised and coordinated merger of Sieger & Smith Insurance into holding company of Inter-Insurance Advisors (Jericho, NY)
2019 - 2022
Board Member, Universal Casualty Insurance (Oklahoma City, OK)
Present
Advising on Department of Defense contracts & sub-contracts for machinery supplier (Oakland County, MI)