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Tucker Donahoe

Managing Partner

Montis Financial LLC

United States, Massachusetts, Boston

About Me

Tucker Donahoe is a Managing Partner of Montis Financial. Tucker’s role revolves around the creation and execution of Montis’ strategic vision, supporting financial planning services, and providing investment management thought leadership. Tucker also serves as co-head of the investment committee. Tucker has vast experience in the financial services industry having served in multiple investment strategy roles at Putnam Investments. While at Putnam, Tucker was part of the Global Asset Allocation Investment Strategy team with a focus on generating thought leadership perspectives across capital markets and asset classes. Tucker holds the Chartered Alternative Investment Analyst (CAIA) design

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Profile Information

Managing Partner

Montis Financial LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Boston

Massachusetts

United States

Jan 12, 2025

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