Mark Donnelly

Mark Donnelly, CFA, CFP®, is the Founder and Chief Investment Officer of Atlas Sustainable Wealth since January 2019, where a focus on sustainability in financial planning and investment advisory serves clients in the US and the UK. Donnelly also held the position of Adjunct Professor of Finance at Loyola University Maryland for the Senior Capstone Course in early 2023. Prior experience includes serving as Senior Investment Advisor at Beacon Pointe Wealth Advisors, partnering with founders in the Boston office to specialize in Socially Responsible/Sustainable Investing, and Chief Investment Officer at AEPG® Wealth Strategies, overseeing firm-wide asset allocation for a $1 billion asset base. Earlier roles include Senior Fixed Income Analyst at VERO Capital Management, managing significant bond portfolios, and a professional football player with Oldham Athletic, which cultivated a strong work ethic. Donnelly earned a Master of Science in Finance and a Bachelor of Arts in Business/Finance from Loyola University Maryland.