Patrick Donnelly Email & Phone Number

Patrick Donnelly is a Senior Vice President and Institutional Consulting Director with Graystone Consulting, the institutional division of Morgan Stanley. His advisory business includes affluent investors, foundations, endowments, corporate services for public & private companies, Taft Hartley and government entities. Patrick focuses in assisting clients in addressing their investment goals and fiduciary needs with customized strategies to manage their investments. Patrick is a member of the Association of Professional Investment Consultants (APIC), where he is currently involved in the Endowment and Foundation Committee; he has also worked on the Evaluation Committee, and the Governance Committee. In addition to APIC, Patrick has successfully completed the Certified Investment Management Analysts (CIMA) program at the University of California Berkeley Haas School of Business. Patrick’s professional career began at the Chicago Board of Trade in the financial futures market, working in the 30-year bond pit. Since joining Morgan Stanley in 1997, he has served a variety of positions; from Investment Management Specialist, focusing on manager search and selection for his team, to Senior Investment Consultant, where he focused on investment selection and implementation of strategies for institutional clients, and then to Alternative Investments Director. His most recent promotion has been to Institutional Consulting Director at Graystone Consulting, where he leads a team of Investment Consultants.

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  Institutional Consulting Director, Financial Advisor

  Graystone Consulting

  1997 - Present - Peoria, Illinois Area

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