The Donohue Group: Knowledge, Experience, Commitment

The Donohue Group is a team of Financial Advisors and other professionals, serving clients from coast to coast. We focus on wealth management strategies that are customized to help meet each client’s needs and objectives. Moreover, we look beyond daily headlines and frequent market fluctuations to create investment portfolios that help our clients make progress toward their goals.

Our core principles are designed to withstand all types of market cycles. We maintain a conservative and disciplined approach, paying particular attention to risk management and the risk tolerance of each individual. This approach has served our clients well for many years, in our view. We take tremendous pride in our reputation for being dedicated and committed to our client’s success. We are not only passionate and love what we do, but we take a personal interest in our clients, their goals and their families.

Where change is constant, experience is invaluable. The Donohue Group has been helping people achieve their objectives for over 30 years. As further evidence of our effectiveness, Mark Donohue, the founder of The Donohue Group, has historically been recognized as one of the top-rated financial advisors by a number of premier industry publications and organizations.
Services Include
  • Wealth Management1
  • Alternative Investments2
  • Asset Management3
  • Endowments and Foundations4
  • Estate Planning Strategies5
  • Financial Planning6
  • Fixed Income7
  • Lending Products
  • Life Insurance8
  • Municipal Bonds9
  • Retirement Planning10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

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.

Awards

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.
  • Barron’s Top 100 Financial Advisors 2007, 2008, 2009, 2011, 2013, 2016, 2017
  • Forbes Top Wealth Advisors 2016 Inaugural List
  • Financial Times Top 400 Advisors 2013, 2016

Working With You

Each member of The Donohue Group has a focus that, when combined with those of other team members, can create a powerful force in our opinion. With a heavy emphasis on fixed income investing, the team also offers in-depth experience in equities, institutional equities, comprehensive portfolio review, and seeks to provide solutions to even the most complex wealth management needs.

Working with The Donohue Group provides access to not only our own experience, but to the vast resources of Morgan Stanley, one of the world’s largest and most respected financial services firms. We can call upon experts as needed to develop strategies in disciplines as diverse as trusts, and philanthropic planning and access to lending services.

    CLIENTS

    We are committed to: Quality Service — We have a genuine understanding and concern for your needs, and seek to provide high-quality service and advice to you. Quality Relationships — We will create lasting relationships with you, your family, or your organization built on a foundation of trust and satisfaction. Your needs are our primary focus.  Client Goals — We will strive to deliver products, ideas, services, and investment advice designed to help you achieve your goals. Personal Excellence — We will strive to reach high levels of competence in the areas of financial consulting and investments. We will bring a visible sense of energy, a strong work ethic, and a steadfast commitment to our work.

      Location

      55 East 52nd St
      29th Fl
      New York, NY 10055
      US
      Direct:
      (212) 903-7600(212) 903-7600
      Toll-Free:
      (888) 270-0542(888) 270-0542

      Meet The Donohue Group

      Photo of Butch Massaro

      Butch Massaro

      Assistant Vice President

      Photo of Steve Hydzik

      Steve Hydzik

      Client Service Associate

      Photo of Anthony Iemmello

      Anthony Iemmello

      Client Service Associate

      About Me

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

      About Me

      Gordon has been part of the Donohue Group at Morgan Stanley* since 2011. Prior to Morgan Stanley* and RBC Wealth Management, Gordon was a Portfolio Manager at Pinnacle Associates and Mission Global Advisors where he managed long only and long/short equity portfolios for high net worth and institutional clients.  Gordon started his career in the Institutional Equity Group at UBS and JPM and has been involved in equities for over 25 years. Gordon uses his experience in helping our clients with stock portfolios and assisting in selecting managers for our equity asset allocations. Gordon graduated with a BSBA from University of Florida and attended Michigan Technology University studying Mechanical Engineering. Gordon holds FINRA series 7, 63 and 66 registrations.
      Securities Agent: NJ, WY, WV, WI, WA, VT, VA, UT, TX, TN, SD, SC, RI, PA, OR, OK, OH, NY, NV, NM, NH, ND, NC, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AK; General Securities Representative; Investment Advisor Representative
      NMLS#: 1312596

      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
      Five Smart Strategies to Use a Bonus or Raise

      Five Smart Strategies to Use a Bonus or Raise

      Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

      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
      Financial Transition: A Guide for Women

      Financial Transition: A Guide for Women

      Here's how to take control of your finances if a death or divorce leaves you holding the reins.

      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
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

      Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

      Insights and Outcomes

      Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
      Art as An Asset
      CRC 2274738 01/19

      Art as An Asset

      Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

      More from Morgan Stanley

      Consolidate Your Cash at a Competitive Rate

      Consolidate Your Cash at a Competitive Rate

      2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
      Learn more about Consolidate Your Cash at a Competitive Rate
      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
      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.
      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
      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
      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 The Donohue Group today.
      Market Information Delayed 20 Minutes
      1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

      3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

      5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      6Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

      7Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

      8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      9Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

      10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

      Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

      The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

      Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

      The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


      CRC 2019752 10/2018