Patrick Donlon

Patrick Donlon, CFA, CAIA, CFP has a strong career in the finance industry, starting in 2008 as a Portfolio Management Associate at Morgan Stanley Smith Barney. Patrick worked in this role until October 2013. Patrick then joined Fidelity Investments as an Investment Analyst from November 2013 to April 2015. Since April 2015, Patrick has been with Fiduciary Trust Company, initially serving as the VP and Senior Investment Strategist and currently holds the position of Head of Quantitative Research.

Patrick Donlon, CFA, CAIA, CFP attended Boston College Carroll School of Management from 2004 to 2008, where they obtained a Bachelor's degree in Finance. Patrick also holds additional certifications including the Alternative Investment Analyst Charter (CAIA Charter) from CAIA Association, the CFA designation from CFA Institute, and the Certified Financial Planner designation from CFP Board. The specific dates of when they obtained these certifications are not provided.