# Makrod Investment Associates

Makrod Investment Associates is a Multi Family Office based in Verona, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Verona, United States
- **Region:** North America
- **Address:** Verona, NJ, United States
- **Founded:** 1986
- **Assets under management:** 804 (Altss estimate)
- **Website:** makrod.com
- **LinkedIn:** https://www.linkedin.com/company/makrod-investment-assoc

## Regulatory record

- **CRD number:** 110325
- **SEC file number:** 801-28113
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110325

## About

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.

## Sectors

- Equities
- Fixed Income

## People

- Kathryn O'Donnell — President and Chief Compliance Officer
- Benedict Schlatter — Vice President and Investment Advisor
- John T. O'Donnell — Founder and former President

## 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.

### 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.

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- [Josef Rainer Privatstiftung](https://altss.com/profile/josef-rainer-privatstiftung)
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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/makrod-investment-associates

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