Managing Partner · CAIA
Tucker P. Donahoe
Tucker Donahoe, CAIA, is a Managing Partner of Montis Financial. His role drives the creation and execution of Montis’ strategic vision, supporting financial planning services and investment management thought leadership.
Tucker has vast experience in the financial services industry, having served in multiple investment strategy roles at Putnam Investments. While at Putnam, he was part of the Global Asset Allocation Investment Strategy team, with a focus on generating thought leadership perspectives across capital markets and asset classes.
Tucker holds the Chartered Alternative Investment Analyst® (CAIA®) designation. CAIA holders are certified to have met the association’s educational standard as specialists in alternative investments, which include hedge funds, venture capital, private equity, funds of funds, derivatives, and real estate investments.
Tucker received a B.A. in economics from Middlebury College. He was a starting defenseman for the men’s varsity ice hockey team, serving as captain his senior year.
Outside of the office, Tucker is an active hockey player, enjoys being outdoors doing physical activity, and, most importantly, surrounds himself with friends and family. Tucker currently lives in Boston’s North End with his wife, Ellie, daughter, Hadley, and their dog, Rolly.
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