Patrick Donnelly
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Patrick Donnelly's Discussions

Appalachian dry gas pricing and midstream

Started this discussion. Last reply by Jack Straw Sep 27, 2014. 7 Replies

For landowners, the later that their contracted E & P company drills, the better as Appalachian Natural Gas price differentials will be wide by our estimations through early 2016.  What is…Continue

Appalachian dry gas pricing and midstream

Started this discussion. Last reply by Patrick Donnelly Sep 22, 2014. 11 Replies

Midstream assets are in demand  The amount of material that needs flow through to a diversified set of end users out of the Marcellus and Utica is massive.  The DOE projects another $300B +/- needs…Continue

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Introduce Yourself
Please allow me to introduce myself and the team that I represent. We are a Barrons Top 100 wealth management group with $2.5 billion in assets under management specializing in working with energy industry executives throughout the country with a recent surge in Marcellus-based executives. Our Boston-based team consists of 10 highly talented professionals with distinct expertise in developing and managing tailored investment allocations, estate planning, vetting insurance products and managing 10b5-1 plans at the highest level. I assist the team in business development and function as a co-chief investment officer. As a CFA with 17 years of investment experience at Blackrock, Fidelity and other highly-regarded investment institutions, I think what differentiates our group is that we function more like a family office where we can provide low cost, well-conceived, investment allocations in widely accessible vehicles but also access exclusive alternative products that have attractive return profiles coupled with lower correlation metrics versus the broad asset classes.
What is your role?
Which state(s) are you following?
Pennsylvania, Ohio
What shale plays do you follow?
All Shale Plays

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At 9:14am on September 26, 2014, Mrs. Botham said…

Patrick, I am new to this site, but have questions as to tax rates on bonus payments.  I live in WV have property in PA. IS this something you have information on?


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