David

Donahue, Jr., CFA®

Managing Director, Investments

Portfolio Manager

Principal

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About
David

DJ has been a Senior Vice President at Moors and Cabot since 2005. In addition he is President of EagleClaw Capital Management, a boutique Registered Investment Advisor specializing in customized portfolio management for high net worth individuals, families and not for profits.

He began his career in the investment industry by learning the mutual fund business with Fidelity Investments in 1987. Subsequent to that he joined the money management firm Freedom Capital Management as a research analyst, and ultimately managed portfolios for high net worth individuals, pension funds, and foundations. While at Freedom Capital he specialized in Environmental and Social investments as an analyst on the Freedom Environmental Fund and Portfolio Manager of institutional pension assets managed with similar investment constraints. He also worked as an Assistant Portfolio Manager under Jim Schmidt, manager of several open and closed end mutual funds, and widely viewed as one of the best Bank & Thrift portfolio managers in the country. In 1994 D.J. joined Tucker Anthony to continue to grow his private client practice. In 2005 he left RBC Dain Rauscher (the successor firm to Tucker Anthony) to join Moors and Cabot and create EagleClaw Capital Management.

DJ is a 1987 graduate of Bowdoin College, earned the Chartered Financial Analyst (CFA) designation in 1993 and holds several securities licenses. He is a member of the CFA Institute, and the Boston Security Analysts Society, and has been featured in The Wall Street Transcript.

DJ lives in Hingham, MA with his wife and 3 children. In addition to spending free time with his family, DJ enjoys fishing, woodworking and ice hockey.

 

Background and qualification information is available at FINRA's BrokerCheck website

 
 

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