Mark Donnelly, CFA, CFP, MSF
Mark combines his love for investing, fulfilling relationships, and the natural world to create a true partnership with all clients. He is a fiduciary, upholding the highest ethical standards, has a lifelong commitment to learning, and invests for you in the same way he does for himself, his family, and his friends.
Originally from England, Mark developed a love for the great outdoors while playing professional soccer. While a career in soccer wasn't to be, it enabled him to attend college at Loyola University Maryland. At Loyola he built the foundation for his financial career and found a passion for investing. He went on to develop a deep understanding of financial markets while working for a hedge fund during the 2008 Financial Crisis.
He joined a regional wealth management firm in 2011 to work with individuals, families, and small business owners, helping them plan and invest. Progressing to become Chief Investment Officer, he oversaw $1 Billion of investments, and created a Sustainable Investment Program.
In 2017, he joined a national investment firm focusing exclusively on Sustainable Investing, and in 2018 he founded Atlas Sustainable Wealth. He also teaches finance at Loyola University Maryland.