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Our Founder
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 as an analyst 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. In 2014 he became Chief Investment Officer, responsible for $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.

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