BPWA Boston Hires Senior Investment Advisor, Mark Donnelly, CFA, CFP®, MSF

BPWA Boston Hires Senior Investment Advisor, Mark Donnelly, CFA, CFP®, MSF

Newton, MA – June 12, 2017Beacon Pointe Wealth Advisors (BPWA) has hired Mark Donnelly, CFA, CFP®, MSF, as a Senior Investment Advisor in their growing Newton, Massachusetts office, expanding their advisory reach within the Boston area.

“Mark [Donnelly] is a perfect fit joining our professional staff here in Boston,” stated Chitra Staley, CFA, CFP® and Managing Director at BPWA. “Our firm and team continue to evolve, and we believe Mark is ideal for the investment advisory role we were looking to fill and that he will bring tremendous value to our clients as an experienced investment analyst and advisor.”

As a Senior Investment Advisor in the Beacon Pointe Wealth Advisors Boston Office, Mark Donnelly will be working with high-net-worth individuals, families and institutions to help them achieve their wealth and planning goals.

Donnelly stated, “I am thrilled to join such a well-recognized leader in the RIA industry, especially one filled with such great people. Beacon Pointe’s focus on providing a high-quality client experience, even as they continue to grow and expand as a company, is exactly what I was looking for, and I look forward to contributing to the team as we move forward and provide for clients the best possible advisory partnership.”

Donnelly has extensive industry experience; previously, he worked as a bond analyst as part of a hedge fund team, and managed an investment team for another RIA firm. Mark earned a BA in Business Administration and a Master of Science in Finance from Loyola University, Maryland and holds the Chartered Financial Analyst and Certified Financial Planner™ designations. Additionally, Mark played professional soccer in England before coming to the United States as a member of a nationally recognized college athletics program.

About Beacon Pointe’s Advisors:

The Beacon Pointe family of companies, included Beacon Pointe Advisors and Beacon Pointe Wealth Advisors, collectively has over $9 billion in assets under management (as of 12/31/16). Beacon Pointe is headquartered in Newport Beach, California, with office locations and clients located nationally. Clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans. For more information on Beacon Pointe’s wealth advisory services, please visit: www.bpadvisors.com.


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