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. I hold a lifelong commitment to learning, enabling me to represent you to the best of my abilities. I will invest for you in the same way I do for myself, my family, and lifelong friends.
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. 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 them plan and invest. I completed the Certified Financial Planner accreditation to enable me to better serve my clients. In 2015, as I progressed to become Chief Investment Officer of a regional firm, I created and sought to implement a Sustainable Investment program for our clients.
In 2017, I joined an investment firm that focused exclusively on Sustainable Investing, and at the end of 2018 I ventured out on my own.
As a client 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.