Colleen E Donnelly

Employer firm

Thompson Investment Management, Inc. CRD 129609

$3.08B regulatory AUM 22 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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

• 06/2003 → Present
  Thompson Investment Management, Inc.
  Madison, WI
• 05/2022 → Present
  Thompson Investment Management, Inc.
  Madison, WI

Other Businesses

I act as an independent Consultant for Oncospace, Inc. a start-up company in Baltimore, MD. This is a healthcare IT company. I am the Director of Finance and HR. I have been in this role since 1/1/2019. I work about 15-20 hours a month. This time is on the weekends.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-23

Other Names

• Colleen Donnelly
• Colleen Curliss