Thomas Donnelly, JD, CFP® is the Founder and Principal of Donnelly Investments, an advisory firm where he provides a concierge wealth management experience to a select group of high net worth individuals and families. The firm specializes in managing portfolios of individual equity securities with a focus on positioning clients for accelerating technological change. Mr. Donnelly also has significant experience in advanced tax planning and estate planning, including charitable giving, nontraditional LGBT family structures, and sophisticated family wealth transfer strategies.

Before founding Donnelly Investments, Thomas advised clients at Gerber Kawasaki Wealth & Investment Management. Prior to that, he was Director of Client Solutions with the wealth management firm AdvicePeriod.

Thomas earned his JD from Saint Louis University School of Law and his Masters in Science Education from the State University of New York at Buffalo. He lives in West Hollywood with his partner of nearly 20 years and their two dogs, and is a proud member of the Academy of Magical Arts and its clubhouse, the world-famous Magic Castle.