Patrick Donnelly, Cfp®
About Patrick Donnelly, Cfp®
Patrick Donnelly, CFP®, is a Principal, Vice President, and Senior Wealth Advisor at The Colony Group, LLC, where he specializes in developing holistic financial plans for high-net-worth individuals and families. With over 12 years of experience at The Colony Group and a background in financial services, he focuses on aligning clients' financial strategies with their personal goals and market conditions.
Work at Colony
Patrick Donnelly serves as Principal, Vice President, and Senior Wealth Advisor at The Colony Group, LLC. He has held this position since 2012, contributing to the firm's mission of providing comprehensive financial solutions. In his role, he regularly communicates with clients to adapt their financial plans in response to changes in personal financial goals and market conditions. Donnelly collaborates with a multidisciplinary team to develop holistic financial plans that encompass tax, estate, and retirement planning, focusing on high-net-worth individuals, families, business owners, and corporate executives.
Education and Expertise
Patrick Donnelly earned a Bachelor of Arts degree in Economics and Philosophy from Susquehanna University, where he studied from 1997 to 2001. He furthered his education by obtaining a Certificate in Financial Planning from Boston University between 2005 and 2007. His academic background supports his expertise in financial advisory, particularly in developing integrated financial strategies for clients.
Background
Before joining The Colony Group, Patrick Donnelly gained valuable experience in the financial sector. He worked as a Senior Mutual Fund Accountant at State Street from 2001 to 2005 and later served as a Senior Financial Advisor at Mintz Levin Financial Advisors, LLC from 2005 to 2012. His early career included internships at the U.S. Chamber of Commerce and Cowen and Company, where he gained insights into financial research and advisory.
Achievements
Throughout his career, Patrick Donnelly has been instrumental in creating holistic financial plans that integrate various aspects of clients' financial lives. His focus on providing peace of mind to clients ensures they are well-positioned to achieve their financial goals. His work with high-net-worth individuals and corporate executives highlights his commitment to delivering tailored financial solutions.