Tucker Patrick Donahoe

Employer firm

Montis Financial, LLC CRD 163986

$1.26B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2018 → 01/2020
  Putnam Investments
  Boston, MA
• 12/2021 → Present
  Montis Financial, Llc
  Waltham, MA
• 05/2015 → 04/2018
  Putnam Investments
  Boston, MA
• 01/2020 → 11/2021
  Threehill Capital Partners
  Boston, MA

Previous Registrations

• 2014-05-19 → 2020-01-27
  Putnam Investment Management, Llc
  Boston, MA
  Boston, MA
  Andover, MA
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-01
• S63 Uniform Securities Agent State Law Examination
  2013-12-31