Michael Donnelly, CFP®

Vice President

Michael Donnelly, CFP®

The foundation of my process is establishing a comprehensive understanding of my clients’ financial goals and objectives. This allows me to recommend an investment strategy based on risk level, time horizon, tax considerations, and other relevant factors. I’m committed to partnering with my clients as they navigate changes and decisions throughout their financial lives.

  • Joined Karpus Investment Management in 2019
  • Certified Financial Planner™ Practitioner
  • Emphasis in Business Development and Client Services
  • Previous Experience:
    • The Vanguard Group – Financial Planning
    • Fidelity Investments – VP, Private Client Group
    • High Falls Advisors – Sr. Financial Advisor/CIO
  • Affiliations:
    • Victor Travel Baseball
    • Canandaigua Knights Travel Ice Hockey

BS – West Chester University, Business Management
MBA – Simon School of Business, University of Rochester
Let's talk about your investment strategy. Schedule a Consultation