My Story and Services

Patrick graduated Cum Laude with a Bachelor of Arts in Economics from the University of Massachusetts at Amherst and received his Master’s in Business Administration from Bentley University. Patrick has over 20 years’ of experience in the investment industry as an equity analyst and portfolio manager on a wide-range of investment strategies. He is a Chartered Financial Analyst (CFA ®) and a member of the Boston Security Analyst Society, Inc. Patrick began his investment career at a AEW Capital Management –a private equity firm specializing in commercial real estate investments, and then transitioned to the securities world in the role of Portfolio Manager running a long-only dedicated REIT fund for State Street Global Advisors. Immediately prior to Morgan Stanley, Patrick was employed by BlackRock, one of the world’s largest asset management companies as a Senior Equity Analyst focusing on the selection of individual positions for fundamental long-only equity strategies and fundamental long/short products.

Patrick’s focus is in navigating the complex global capital markets to derive customized client portfolios that are cost-efficient and that strive to convey optimized returns relative to inherent risks. With the support of Morgan Stanley’s global research resources, estate planning experts, and private bank financing solutions, Patrick and the Morgan Stanley Wealth Management team coordinate proprietary wealth management and financing solutions that are tailored to address the specific needs of each distinct family relationship.

Patrick and his wife reside in the suburbs of Boston with their 2 young children. He is a self-described enthusiastic, if not frustrated, golfer who enjoys coaching his daughter’s soccer team and hiking in the mountains of New Hampshire.
Securities Agent: TX, CT, WA, VT, VA, UT, RI, PR, PA, OR, OH, NY, NM, NJ, NH, NC, MO, MI, ME, MD, MA, LA, KY, IL, ID, GA, FL, DC, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1552218
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

53 State Street
39th Fl
Boston, MA 02109
US
Direct:
(617) 589-3408(617) 589-3408
Toll-Free:
(800) 752-2678(800) 752-2678
Fax:
(617) 227-9070(617) 227-9070
Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
A Parent's Guide to Talking to Your Kids About Money

A Parent's Guide to Talking to Your Kids About Money

Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

More from Morgan Stanley

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

“You may feel like a 1,000 point move in the Dow in a single day is unprecedented, but the reality is that it’s a 2 or 3% move down.” - Lisa Shalett, Chief Investment Officer, Wealth Management
Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact Patrick F Donnelly today.
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