Dennis Donoghue

Client Service & Operations Administrator

Dennis joined The de Burlo Group in 2021 as a Client Service & Operations Administrator. His primary responsibilities include monthly cash and asset reconciliations, client reporting, and working with our custodians and brokers to fulfill client service needs. He also assists with trade settlement. Prior to joining The de Burlo Group, Dennis worked as a Client Service Manager with CIBC Private Wealth Management in their Client Service Strategies Group. He also worked as Portfolio Administrator and as a Client Service Associate with Loomis Sayles for many years. He graduated from Curry College with a B.A. in Communications. Outside of work, he likes to network with other professionals in the Boston area and volunteer in the community where he lives.