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 will invest for you in the same way I do for myself, 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. In 2015, as I progressed to become Chief Investment Officer of a regional firm, I created and sought to implement a Socially Responsible Investment program for our clients. When this was met with resistance from the owner of the firm, I left to find a place to allow for this natural progression in my career.

In 2017, I joined an investment firm that focused on Socially Responsible Investing and found this to be an extremely rewarding experience. Mirroring my own personal experience, I found that people become much more interested in investing when they are given the ability to connect their own values with what they own.

Given my ultimate goals of conducting business in alignment with my values, taking that same approach with investing, and connecting deeply with the people I am privileged to serve, at the end of 2018 I ventured out on my own. This has allowed me to partner with all people that would like to work with me, 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.

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