Role: Managing Director, Morgan Stanley, Top 100* private wealth advisor, founder of The Donohue Group and co-founder/partner at 5 Star Advisors

Mark G. Donohue has earned a reputation for investor-oriented advice and astute bond market analysis. When national publications such as Barron’s, The New York Times, the Wall Street Journal, etc. are seeking insight into the bond markets they have contacted Mark for his commentary. Mark began his career on Wall Street in 1982 with the firm of Gabriele, Hueglin & Cashman, a municipal bond dealer and underwriter. In 1985, the firm was acquired by Tucker Anthony, a leading NYSE member. Through this affiliation, Mark began providing a complete range of brokerage services. In addition, Mark served as a member of Tucker Anthony’s board of directors. In 2001, Tucker Anthony was acquired by RBC Dain Rauscher, a U.S. investment arm of Royal Bank of Canada.

Mark and his team joined Morgan Stanley Smith Barney in November 2011. Mark continues to serve fixed income clientele in both personal and pension investing. Helping his clients clarify their investment goals and then formulating a plan designed to achieve them is what Mark enjoys most about his career. “When my clients call, they know they can speak directly with me when they need to. I make myself accessible to my clients, and I also make personal phone calls to alert them to potential opportunities and/or risks to their portfolio.

My clients feel confident that I am very much in touch with their portfolio and have their best interests in mind. My client isn’t like a “number” to me, I have a relationship with each client and really get to know their goals and objectives and personal situation,” he says. “I build portfolios that have a well thought-out forward thinking strategy designed to achieve each client’s unique goals.” Working with high net-worth individuals, institutions, money managers, business owners, top physicians, professionals and sports athletes, Mark’s focus is to help maximize performance while managing risk and diversification.

In the last 12 months, Mark and his team have continued to lead the way for their high net worth clients on performance and other key measures, while also receiving industry recognition. The formation of 5 Star and its role in helping clients find their private paradise in Florida is another move to anticipate and meet the needs of his/their clients.

* Top 100 Private Wealth Advisor across muliple years from Awards
  • Barron’s Top 100 Financial Advisors 2007, 2008, 2009, 2011, 2013, 2016
  • Forbes Top Wealth Advisors 2016 Inaugural List
  • Financial Times Top 400 Advisors 2013, 2016

Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative

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