Awards and Industry Recognition

Barron's

Top 100 Financial Advisors
2017 • 2016
Top 1,200 Financial Advisors
2024 • 2023 • 2021 • 2020 • 2019 • 2018

Forbes

Top Wealth Advisors Best-In State
2024 • 2023 • 2021
America's Top Wealth Advisors
2018

About Mark

Mark Donohue is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.

As the founder of The Donohue Group, Mark works closely with high-net-worth individuals, institutions, money managers, business owners, physicians, professionals and athletes. His focus is to help enhance performance while managing risk and diversification. Mark has earned a reputation for investor-oriented advice and astute bond market analysis. He is a much sought after resource to lend insights and commentary for national publications such as Barron's, the New York Times and the Wall Street Journal.

Mark prides himself on remaining directly accessible, developing a relationship with each client and getting to know their goals and personal situation. He builds portfolios with a well-thought-out and forward-looking strategy designed to pursue each individual's unique objectives. Mark remains in close contact to discuss potential opportunities and/or impacts to their portfolios, lending the confidence that he has their best interests in mind.

With a career that was launched on Wall Street in 1982, Mark began with Gabriele, Hueglin & Cashman, a municipal bond dealer and underwriter. Soon after, the firm was acquired by Tucker Anthony, a leading NYSE member. Through this affiliation, Mark began providing a complete range of brokerage services and served as a member of Tucker Anthony's board of directors. The firm was eventually acquired by a U.S. investment arm of Royal Bank of Canada. Ten years later, Mark and his group moved to Morgan Stanley Smith Barney.

In 2021, Mark and his team joined J.P. Morgan Wealth Management, where they are pleased to offer the full breadth of capabilities for which the firm is known. He continues to serve fixed income clientele in both personal and pension investing. What Mark enjoys most about his career is the opportunity to help clarify investment goals and formulate a plan designed to achieve them.

Insights

Outlook

Outlook 2025: Building on Strength | Key Takeaways

November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read Now
Wealth Planning

We need to talk: Communicating your estate plan with your family

November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Cybersecurity

Your house may be spying on you. Save yourself.

November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now
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