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Tully McGowan, CFA

Advisor | Impact-focused founders and families

Tully McGowan, CFA, is a skilled professional who leads a diverse team focused on advising executives and entrepreneurial families with an impact orientation.

With a strong background in finance and a deep understanding of the needs of innovative companies, Tully and his team cater to clients who aim to make a positive difference in their industries, communities, and the world.

Tully's clients often seek his team's expertise during significant life events such as business sales, public offerings, or inheritances, prompting a reassessment of their plans to align with their values and desired impact.

Tully's approach involves proactive engagement with clients well before liquidity events, offering specialized advice on pre-transaction planning, impact investing, and philanthropy to help maximize their time and influence.

Tully McGowan completed his Bachelor of Arts in Psychology at Stanford University and an Associate of Arts and Sciences degree at Everett Community College, showcasing a diverse educational background that complements his professional expertise.

With a rich work history that includes roles such as VP of Private Wealth Advisor, VP of Senior Business Analyst, and Senior Associate at Bernstein Private Wealth Management, as well as serving as an Institutional Account Executive at Fisher Investments, Tully brings a wealth of experience to his current leadership position.

Tully's commitment to guiding clients towards impactful decision-making, paired with his financial acumen and strategic insight, sets him apart as a trusted advisor in the realm of wealth management and impact-focused investing.

Tully McGowan, CFA
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Location

New York, New York, United States