Matthew Donohue, CFP®, currently serves as Vice President and Financial Planner at McAdam Financial, where responsibilities include developing comprehensive financial strategies focused on retirement planning, tax diversification, and securities allocations for individuals and families. Prior to this role, Matthew held a position as Senior Manager and Wealth Management Intern at Morgan Stanley, collaborating with the Narraganset Bay Group to research and create client presentations on alternative investment funds. Matthew earned a Bachelor of Arts in Economics from Middlebury College, graduating in 2020.
Sign up to view 0 direct reports
Get started
This person is not in any teams