CoverProfile

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

View more

Profile Information

Managing Partner

Montis Financial LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Boston

Massachusetts

United States

Jan 12, 2025

More profiles to browse

Profile Photo
Timothy Brown
Senior Financial Advisor
Profile Photo
Dennis Follmer
Chief Investment Officer
Profile Photo
Christiane Delessert
Founder and Adviser Emeritus
CD
Christopher Dalto
Co-Founder

You Might Like

KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC