Mark Donnelly, CFA, CFP, MSF
I combine my love for investing, fulfilling relationships, and the natural world to create a true partnership with all my clients. I am a fiduciary, which means a commitment to uphold the highest ethical standards while acting in my clients' best interest at all times. To ensure I live up to this standard in word and action I hold a lifelong commitment to learning, enabling me to represent you to the best of my abilities. I invest in the same way for myself as I do for my family and lifelong friends to ensure that our interests are continuously aligned.
I built the foundation for my financial career by finding a passion for investing while completing Bachelors and Masters degrees at Loyola University Maryland. I went on to develop a deep understanding of financial markets while working for a Hedge Fund as a Bond Analyst leading up to, during, and in the aftermath of the Financial Crisis. Analyzing the very bonds and subprime mortgage loans responsible for causing the crisis. I combined this experience with continued study by attaining the Chartered Financial Analyst accreditation for investing.
I went on to become a Portfolio Manager and worked directly with individuals, families, and small business owners, helping to plan for their future and invest appropriately. Analyzing investments across stocks, bonds, commodities, and real estate in both the public and private markets. I completed the Certified Financial Planner accreditation to enable me to better serve my clients. As I progressed to become Chief Investment Officer, in 2015 I created and sought to implement a Socially Responsible Investment program for our clients. When this was met with resistance from the firm I represented at the time, I left to find a place to allow for this natural progression in my career.
I joined an investment firm that focused on Socially Responsible Investing in 2017 and found this to be an extremely rewarding experience. Values based investing encourages deeper relationships to develop because we feel more connected to our investments.
Given my ultimate goals of conducting business in alignment with my ethics, taking that same approach to investing, and connecting deeply with the people I am privileged to serve, I decided to venture out on my own. This has empowered me to serve my clients to the best of my ability and allowed me to partner with all people without restriction.
As a client of Atlas you will always communicate directly with me, know exactly where you stand, and be treated as a true partner.
I look forward to connecting with you soon.