Tommy Mcdonnell, Mba

Tommy Mcdonnell, Mba Email and Phone Number

Associate Partner - Wealth Advisor @ Corient
Boston, MA, US
Tommy Mcdonnell, Mba's Location
Boston, Massachusetts, United States, United States
Tommy Mcdonnell, Mba's Contact Details

Tommy Mcdonnell, Mba personal email

Tommy Mcdonnell, Mba phone numbers

About Tommy Mcdonnell, Mba

Tommy McDonnell is an Associate Partner and Wealth Advisor at CORIENT - a global wealth management firm that specializes in guiding diverse clients across sports, entertainment, and entrepreneurism to financial security and generational wealth. Prior to CORIENT - Tommy was a Financial Advisor at SOCIUS Family Office specializing in curating Financial Game plans for NFL and NBA clientele and their families. Prior to joining SOCIUS, Tommy was part of a multi-family Private Wealth Management team within Morgan Stanley, with assets under management exceeding $10 billion. He has also aided the formation, funding, and daily operations of LLCs, LPs, S Corps, and Charitable Foundations.A native of Seacoast, New Hampshire Tommy holds a M.B.A. in Business from the University of New Hampshire, as well as a B.A in Finance from UNH as well. Notably, Tommy was a Captain and four-year letterman of the Men's Basketball Team, and a member of the America East All Academic Team.

Tommy Mcdonnell, Mba's Current Company Details
Corient

Corient

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Associate Partner - Wealth Advisor
Boston, MA, US
Tommy Mcdonnell, Mba Work Experience Details
  • Corient
    Associate Partner - Wealth Advisor
    Corient
    Boston, Ma, Us
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  • Corient
    Associate Partner - Wealth Advisor
    Corient Jun 2024 - Present
    Boston, Massachusetts, United States
    Sports & Entertainment Wealth Advisor in our Boston office. Financial Advisor for large number of NFL and NBA Clients and their families. Previously, Wealth Advisor at Socius which joined Corient in 2024. Understanding the unique complexities of NBA and NFL Clients, committed to making a positive impact on the lives of athletes and entertainers. Primary role is to work with successful athletes who have achieved sudden wealth and to devise Financial strategies tailored to the unique needs of… Show more Sports & Entertainment Wealth Advisor in our Boston office. Financial Advisor for large number of NFL and NBA Clients and their families. Previously, Wealth Advisor at Socius which joined Corient in 2024. Understanding the unique complexities of NBA and NFL Clients, committed to making a positive impact on the lives of athletes and entertainers. Primary role is to work with successful athletes who have achieved sudden wealth and to devise Financial strategies tailored to the unique needs of athletes and the challenges they may face in building and preserving wealth. Show less
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  • Socius Family Office
    Financial Advisor
    Socius Family Office Jul 2018 - Jun 2024
    Fort Lauderdale, Florida, United States
    Financial Advisors dedicated to serving the unique and sophisticated needs of professional athletes and entertainers. Our Sports and Entertainment Financial Advisors understand the total financial picture and craft creative financial strategies that account for the unique challenges and dynamics of our clients’ careers.
  • Morgan Stanley
    Financial Advisor Program - Sports & Entertainment Division
    Morgan Stanley Jan 2018 - Jul 2018
    Boston, Massachusetts, United States
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Tommy Mcdonnell, Mba Skills

Determination To Succeed Self Driven Motivated Self Starter Teamwork Information Systems Economics Management Entrepreneurship Business Asset Diligent Analytical Skills Public Speaking Powerpoint Microsoft Office Microsoft Word Microsoft Excel Customer Service Research Sales Social Networking Social Media Time Management Marketing Event Planning Leadership Team Building

Tommy Mcdonnell, Mba Education Details

Frequently Asked Questions about Tommy Mcdonnell, Mba

What company does Tommy Mcdonnell, Mba work for?

Tommy Mcdonnell, Mba works for Corient

What is Tommy Mcdonnell, Mba's role at the current company?

Tommy Mcdonnell, Mba's current role is Associate Partner - Wealth Advisor.

What is Tommy Mcdonnell, Mba's email address?

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What is Tommy Mcdonnell, Mba's direct phone number?

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What schools did Tommy Mcdonnell, Mba attend?

Tommy Mcdonnell, Mba attended University Of New Hampshire -- Peter T. Paul College Of Business And Economics, University Of New Hampshire.

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What skills is Tommy Mcdonnell, Mba known for?

Tommy Mcdonnell, Mba has skills like Determination To Succeed, Self Driven, Motivated Self Starter, Teamwork, Information Systems, Economics, Management, Entrepreneurship, Business, Asset, Diligent, Analytical Skills.

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