John Donnelly is the firm's President. John holds a Bachelor's degree in finance from St. John's University and interned at Morgan Stanley. His career in the financial services industry started with six years spent on the trading floor of the American Stock Exchange including four years as a market maker. John discovered he prefers the individual client experience so he left the trading floor for a client focused environment. He works closely with clients to develop customized financial strategies including asset allocation, financial management, saving for college, and retirement planning. John wants to be known by clients and peers as a consummate professional who values integrity above all else.
John is a lifelong Staten Island resident. He has two daughters and resides in Great Kills. John enjoys golf and is active as a volunteer with the CCD program at St. Clare's Church.