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Makrod Investment Associates
Makrod Investment Associates was founded by John T. O'Donnell, who served as president until his death in 2021. Kathryn O'Donnell, his daughter, now holds the...
Makrod Investment Associates
Makrod Investment Associates was founded by John T. O'Donnell, who served as president until his death in 2021. Kathryn O'Donnell, his daughter, now holds the roles of president, chief compliance officer, and sole owner. Benedict Schlatter, her husband, serves as vice president and investment advisor. The firm delivers non-discretionary investment advisory services centered on equities and fixed income. It structures portfolios for long-term wealth preservation across client families. Geographic focus remains within the United States, with a limited partnerships portfolio also based in Verona, New Jersey. No fund commitments or external co-investor vehicles appear in available records. Team size and total professionals remain undisclosed. Adjacent philanthropic activity includes support for Lowell Catholic High School, Newark Academy Annual Fund, and The Valerie Fund. John T. O'Donnell maintained memberships at Essex Fells Country Club and the Independent Alumni Association at Lowell. Ownership rests entirely with Kathryn O'Donnell, creating a direct family-controlled governance structure without external partners or succession vehicles disclosed.
General information
Firm type
Multi Family Office
Year founded
1986
Location
Region
North America
Country
United States
City
Verona
Corporate office
Verona, NJ, United States
Principals
Kathryn O'Donnell
President and Chief Compliance Officer
Benedict Schlatter
Vice President and Investment Advisor
John T. O'Donnell
Founder and former President
Sector focus
Frequently asked questions
Who runs investment decisions at Makrod Investment Associates?
Kathryn O'Donnell serves as president and chief compliance officer. Benedict Schlatter acts as vice president and investment advisor. Decisions follow non-discretionary mandates based on fundamental analysis.
How is Makrod Investment Associates structured relative to its clients?
The firm operates as a multi-family office providing advisory services only. It does not hold discretionary authority over client portfolios.
What asset classes does Makrod Investment Associates emphasize?
The firm focuses on high-quality equities and fixed income. No other asset classes receive mention in available records.
Where does the underlying ownership of Makrod Investment Associates reside?
Kathryn O'Donnell holds 100 percent ownership. John T. O'Donnell founded the firm and transferred control prior to his death in 2021.
Does Makrod Investment Associates maintain philanthropic structures?
The firm lists support for Lowell Catholic High School, Newark Academy Annual Fund, and The Valerie Fund. These appear as separate recipient entities rather than firm-operated vehicles.
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