Thomas Donnelly (CFP®, JD)
Thomas Donnelly focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- LGBT Couples and Families
- Professional Athletes or Entertainers
- Real Estate Investments
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- LGBT Couples and Families
- Professional Athletes or Entertainers
- Real Estate Investments
Additional Information
About Thomas Donnelly, JD, CFP®
Thomas Donnelly, JD, CFP®, is the founder of Donnelly Investments, a California-based registered investment advisor serving a select group of high-net-worth clients. He specializes in building high-conviction portfolios for the AI economy.
Thomas previously advised clients at Gerber Kawasaki, AdvicePeriod, and Calamus Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a J.D. from Saint Louis University School of Law.
Based in Los Angeles, Thomas lives with his partner of 20 years and their dog, and is a member of the Academy of Magical Arts at the world-famous Magic Castle.
About Donnelly Investments
Our clients don’t hire us for market-average results. They hire us for focused exposure to the unprecedented opportunities offered by the companies developing the future economy. Every portfolio is custom-built from the ground up, reflecting each client’s unique objectives and our proprietary research.
Our approach is highly selective, long-term, and rooted in deep fundamental research with a willingness to embrace volatility to maximize long term returns. We strategically lean in during periods of market dislocation, building concentrated positions in exceptional companies rather than watered-down index exposure.
We believe true wealth management goes beyond chasing benchmarks. By aligning portfolios with the most innovative companies in AI, cloud computing, semiconductors, and other high-growth sectors, we help clients capture opportunities that broad-market strategies often miss.
NAPFA Start Date
August 16, 2022
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