Career
Tucker Donahoe has been Managing Partner of Montis Financial since December 2021. Tucker Donahoe is a control person of the firm and directly owns under 5% of it. Tucker Donahoe holds a B.A. in economics from Middlebury College.
Montis Financial, LLC is a Waltham, MA firm with $1.26B under management, 580 clients and 16 advisers across 7 offices, as of its March 2026 filing.
Tucker Donahoe is a Managing Partner of Montis Financial, where his role covers the creation and execution of the firm’s strategic vision and supports its financial planning services and investment management thought leadership. Before Montis, he held investment strategy roles at Putnam Investments, including on the Global Asset Allocation Investment Strategy team.
- Montis Financial, LLCCurrent– present · 4 yearsWaltham, MA · Adviser representative · Firm CRD 163986
- Putnam Investment Management, LLC– · 5 yearsBoston, MA · Adviser representative · Firm CRD 106629
Credentials and registrations
Professional designations
Listed by Montis Financial
- Chartered Alternative Investment Analyst (CAIA) designation
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Massachusetts | Approved | 15 December 2021 |
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 1 May 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 December 2013 |
| Series 7 | General Securities Representative Examination | 25 November 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Tucker Patrick Donahoe
- CRD
- 6096119
- Office
- 230 THIRD AVENUE, FLOOR 5, Waltham, MA 02451
- Firm bio
- montisfinancial.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Tucker Donahoe work?
Tucker Donahoe has been Managing Partner of Montis Financial, LLC since December 2021, and is a control person of the firm.
Is Tucker Donahoe a financial advisor?
Yes. Tucker Donahoe has a current investment-adviser registration in Massachusetts, through Montis Financial since December 2021.
How many years of experience does Tucker Donahoe have?
Tucker Donahoe has 11 years in the financial industry, since October 2015, across 2 adviser firms.
What exams has Tucker Donahoe passed?
Tucker Donahoe has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in November 2013. FINRA credited Tucker Donahoe with the SIE, which began in October 2018.
Where did Tucker Donahoe work before Montis Financial?
Before Montis Financial, Tucker Donahoe was registered through Putnam Investment Management, LLC, May 2014 to January 2020.
Where is Tucker Donahoe based?
Tucker Donahoe’s registered office is in Waltham, MA.
