Robert Macdonald has been an investment adviser representative at City Different Holdings since February 2021, and is not listed among the firm’s executive officers or direct owners. Robert Macdonald holds an MBA from the University of Chicago Booth School of Business and a BA in Economics and Computer Science from Amherst College.
City Different Holdings LP is a Santa Fe, NM firm with $244M under management, 105 clients and 9 advisers across 5 offices, as of its May 2026 filing.
Rob MacDonald is Portfolio Manager of City Different Investments. MacDonald moved west to join a small but growing investment office off the Santa Fe Plaza. Professional roles include Thornburg Investment Management and Putnam Investments.
Robert Macdonald’s longest registration was 6 years at Thornburg Investment Management Inc (2014–2021). Before joining City Different Holdings in 2021, Robert Macdonald was registered through Thornburg Investment Management Inc.
- City Different InvestmentsCurrent– present · 5 yearsSanta Fe, NM · Adviser representative · Firm CRD 310982
- Thornburg Investment Management Inc– · 6 yearsSanta Fe, NM · Adviser representative · Firm CRD 106357
Professional designations
Listed by City Different Holdings
- Chartered Financial Analyst
Investment adviser representative registrations
Robert Macdonald is registered as an investment adviser representative in New Mexico, since February 2021.
- New MexicoSince 9 February 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 27 September 2007 |
| Series 7 | General Securities Representative Examination | 7 September 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Michael Macdonald
- CRD
- 5387458
- Firm
- City Different Holdings · CRD 310982
- Office
- 925 PASEO DE PERALTA, Santa Fe, NM 87501
- Registration
- Investment adviser registration
- In the industry since
- October 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- citydifferentinvestments.com
Where does Robert Macdonald work?
Robert Macdonald is an investment adviser representative registered through City Different Holdings LP since February 2021, and is not listed among the firm’s executive officers or direct owners.
Is Robert Macdonald a financial advisor?
Yes. Robert Macdonald has a current investment-adviser registration in New Mexico, through City Different Holdings since February 2021.
How many years of experience does Robert Macdonald have?
Robert Macdonald has 19 years in the financial industry, since October 2007, across 2 adviser firms.
What exams has Robert Macdonald passed?
Robert Macdonald has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in September 2007. FINRA credited Robert Macdonald with the SIE, which began in October 2018.
Where did Robert Macdonald work before City Different Holdings?
Before City Different Holdings, Robert Macdonald was registered through Thornburg Investment Management Inc, June 2014 to January 2021.
Where is Robert Macdonald based?
Robert Macdonald’s registered office is in Santa Fe, NM.
Is Robert Macdonald registered with FINRA?
No. Robert Macdonald has no current broker registration.
Is Robert Macdonald a CFA charterholder?
City Different Holdings lists Robert Macdonald with the CFA credential (“Chartered Financial Analyst”) on its website. CFA Institute confirms certification status.
Source: Rob MacDonald, CFA biography, citydifferentinvestments.com
How can I verify Robert Macdonald’s record?
Search CRD 5387458 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Macdonald’s full registration record.