Paul’s practice focuses on helping successful individuals, multi-generational families, and institutions navigate their complex, stressful lives by getting to know what is dear to them and working closely with their trusted advisors to simplify their lives.
Prior to joining Baird in 2013, Paul Donnelly gained seven years of industry experience at William Blair & Company as a Portfolio Manager. Paul’s work experience prior to William Blair includes eight years as Chief Investment Manager in Private Equity and nine years as a Tax Consultant for Arthur Andersen, LLP.
His knowledge and expertise in holistic investment management, financial, tax and estate consulting and risk management allows his clients a well-rounded perspective on investing.
Paul was recently recognized by Forbes/SHOOK Research as a "Best-In-State Wealth Advisor" 2023. Published April 2023, rankings based on data as of June 30, 2022
Paul graduated from Boston College with a Bachelor of Science in Accounting and Computer Science (Valedictorian). He also received his Masters of Science in Taxation at DePaul University (With Distinction). Paul also attended the University of Chicago Graduate School of Business where he earned his MBA in Finance and International Business (High Honors).
Paul and his wife Colette reside in Morrison Colorado, a suburb of Denver, with their three children: Celeste, Daphne and Eamon. He is an active member in many charities including the Jesuit International Missions in Nepal and the Marquette University Family Parent Leadership Council. In his free time he enjoys Orange Theory Fitness exercise, golf, tennis and a glass of nice, single malt scotch.